Vise Technologies’s Southside Bancshares SBSI Stock Holding History

Vise Technologies’s Portfolio SBSI Stock Details SBSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$220K	Buy	+7,323	New	+$239K	﹤0.01%	1922

Other funds holding SBSI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Vise Technologies's SBSI Position: Q3 2026 in Review

Vise Technologies opened a new position in Southside Bancshares (SBSI) in Q3 2026: 7,323 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1922 among its holdings.

87 funds tracked by Wall St. Rank hold SBSI as of Q3 2026.

Vise Technologies held 7,323 shares of Southside Bancshares worth $220K as of Q3 2026.
Southside Bancshares was a new Vise Technologies position in Q3 2026.
Southside Bancshares made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1922 holding.
87 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.