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Yousif Capital Management’s Southside Bancshares SBSI Stock Holding History

Yousif Capital Management’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
Q2 		$243K Sell
6,918
-522
-7% -$17.3K ﹤0.01% 1565
2026
Q1 		$231K Sell
7,440
-178
-2% -$5.64K ﹤0.01% 1712
2025
Q4 		$243K Sell
7,618
-1,134
-13% -$33.2K ﹤0.01% 1714
2025
Q3 		$247K Sell
8,752
-1,876
-18% -$56.7K ﹤0.01% 1719
2025
Q2 		$313K Hold
10,628
– – ﹤0.01% 1655
2025
Q1 		$308K Sell
10,628
-180
-2% -$5.52K ﹤0.01% 1639
2024
Q4 		$343K Sell
10,808
-35
-0.3% -$1.19K ﹤0.01% 1631
2024
Q3 		$362K Sell
10,843
-690
-6% -$22.1K ﹤0.01% 1641
2024
Q2 		$318K Sell
11,533
-1,469
-11% -$39.8K ﹤0.01% 1665
2024
Q1 		$380K Sell
13,002
-1,195
-8% -$35.5K ﹤0.01% 1643
2023
Q4 		$445K Sell
14,197
-160
-1% -$4.66K 0.01% 1591
2023
Q3 		$412K Sell
14,357
-1,395
-9% -$41.5K 0.01% 1582
2023
Q2 		$412K Sell
15,752
-1,215
-7% -$35.4K 0.01% 1577
2023
Q1 		$563K Sell
16,967
-2,595
-13% -$94.6K 0.01% 1432
2022
Q4 		$704K Sell
19,562
-5,190
-21% -$184K 0.01% 1346
2022
Q3 		$875K Sell
24,752
-1,601
-6% -$61.4K 0.01% 1255
2022
Q2 		$986K Sell
26,353
-3,080
-10% -$120K 0.01% 1240
2022
Q1 		$1.2M Sell
29,433
-534
-2% -$22.5K 0.01% 1269
2021
Q4 		$1.25M Buy
+29,967
New +$1.24M 0.01% 1266

Other funds holding SBSI

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GWA
Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Yousif Capital Management's SBSI Position: Q2 2026 in Review

Yousif Capital Management reduced its Southside Bancshares (SBSI) stake by 7% in Q2 2026, selling an estimated $17.3K and leaving 6,918 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Yousif Capital Management first reported a position in SBSI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q4 2021. 24 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Yousif Capital Management held 6,918 shares of Southside Bancshares worth $243K as of Q2 2026.
  • Yousif Capital Management sold 522 Southside Bancshares shares in Q2 2026, an estimated $17.3K.
  • Southside Bancshares made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1565 holding.
  • Yousif Capital Management first reported a position in Southside Bancshares in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Southside Bancshares position peaked at $1.25M in Q4 2021.
  • 24 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.