ZIM
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Zacks Investment Management’s Southside Bancshares SBSI Stock Holding History

Zacks Investment 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
2021
Q3 		– Sell
-30,420
Closed -$1.16M – 646
2021
Q2 		$1.16M Buy
30,420
+1,996
+7% +$81.4K 0.02% 347
2021
Q1 		$1.09M Buy
+28,424
New +$1.01M 0.02% 347

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Zacks Investment Management's SBSI Position: Q3 2021 in Review

Zacks Investment Management sold out of Southside Bancshares (SBSI) in Q3 2021, closing a stake of 30,420 shares — an estimated $1.16M sold.

Zacks Investment Management first reported a position in SBSI in Q1 2021 and held it in 2 quarters. The position peaked at $1.16M in Q2 2021. 127 funds tracked by Wall St. Rank hold SBSI as of Q3 2021.

  • Zacks Investment Management reported no remaining Southside Bancshares position as of Q3 2021 after selling out during the quarter.
  • Zacks Investment Management sold 30,420 Southside Bancshares shares in Q3 2021, an estimated $1.16M.
  • Zacks Investment Management first reported a position in Southside Bancshares in Q1 2021 and held it in 2 quarters.
  • Zacks Investment Management's Southside Bancshares position peaked at $1.16M in Q2 2021.
  • 127 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2021.

Based on Zacks Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.