Zurich Cantonal Bank’s Southside Bancshares SBSI Stock Holding History

Zurich Cantonal Bank’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	$1.02M	Buy	29,020 +14,861	+105%	+$492K	﹤0.01%	1538
2026 Q1	$440K	Buy	14,159 +4,068	+40%	+$129K	﹤0.01%	1894
2025 Q4	$307K	Buy	10,091 +2,677	+36%	+$78.4K	﹤0.01%	2048
2025 Q3	$209K	Hold	7,414	–	–	﹤0.01%	2172
2025 Q2	$218K	Buy	7,414 +1,779	+32%	+$50.4K	﹤0.01%	2090
2025 Q1	$163K	Sell	5,635 -3,582	-39%	-$110K	﹤0.01%	2194
2024 Q4	$293K	Buy	9,217 +2,726	+42%	+$92.6K	﹤0.01%	1958
2024 Q3	$217K	Hold	6,491	–	–	﹤0.01%	2066
2024 Q2	$179K	Hold	6,491	–	–	﹤0.01%	2096
2024 Q1	$190K	Hold	6,491	–	–	﹤0.01%	2073
2023 Q4	$203K	Hold	6,491	–	–	﹤0.01%	2068
2023 Q3	$186K	Hold	6,491	–	–	﹤0.01%	2014
2023 Q2	$170K	Hold	6,491	–	–	﹤0.01%	2034
2023 Q1	$216K	Buy	6,491 +1,327	+26%	+$48.4K	﹤0.01%	1819
2022 Q4	$186K	Buy	5,164 +1,764	+52%	+$62.6K	﹤0.01%	1856
2022 Q3	$120K	Hold	3,400	–	–	﹤0.01%	2078
2022 Q2	$127K	Hold	3,400	–	–	﹤0.01%	2081
2022 Q1	$139K	Hold	3,400	–	–	﹤0.01%	2119
2021 Q4	$142K	Hold	3,400	–	–	﹤0.01%	2307
2021 Q3	$130K	Hold	3,400	–	–	﹤0.01%	2186
2021 Q2	$130K	Sell	3,400 -830	-20%	-$33.9K	﹤0.01%	2080
2021 Q1	$163K	Hold	4,230	–	–	﹤0.01%	1899
2020 Q4	$131K	Hold	4,230	–	–	﹤0.01%	2088
2020 Q3	$103K	Hold	4,230	–	–	﹤0.01%	1975
2020 Q2	$117K	Buy	4,230 +1,360	+47%	+$38.6K	﹤0.01%	1858
2020 Q1	$87K	Buy	2,870 +654	+30%	+$22.1K	﹤0.01%	1683
2019 Q4	$82K	Hold	2,216	–	–	﹤0.01%	1845
2019 Q3	$76K	Hold	2,216	–	–	﹤0.01%	1767
2019 Q2	$72K	Hold	2,216	–	–	﹤0.01%	1829
2019 Q1	$74K	Sell	2,216 -602	-21%	-$20.4K	﹤0.01%	1762
2018 Q4	$89K	Hold	2,818	–	–	﹤0.01%	1673
2018 Q3	$98K	Hold	2,818	–	–	﹤0.01%	1720
2018 Q2	$95K	Hold	2,818	–	–	﹤0.01%	1676
2018 Q1	$98K	Hold	2,818	–	–	﹤0.01%	1607
2017 Q4	$95K	Buy	2,818 +873	+45%	+$30.9K	﹤0.01%	1599
2017 Q3	$71K	Hold	1,945	–	–	﹤0.01%	1589
2017 Q2	$68K	Buy	1,945 +448	+30%	+$15K	﹤0.01%	1578
2017 Q1	$49K	Hold	1,497	–	–	﹤0.01%	1748
2016 Q4	$55K	Hold	1,497	–	–	﹤0.01%	1652
2016 Q3	$47K	Buy	1,497 +2	+0.1%	+$62	﹤0.01%	1677
2016 Q2	$45K	Sell	1,495 -1	-0.1%	-$27	﹤0.01%	1545
2016 Q1	$36K	Hold	1,496	–	–	﹤0.01%	1603
2015 Q4	$33K	Buy	1,496 +1,121	+299%	+$28K	﹤0.01%	1705
2015 Q3	$10K	Buy	+375	New	+$9.46K	﹤0.01%	2016

Other funds holding SBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Zurich Cantonal Bank's SBSI Position: Q2 2026 in Review

Zurich Cantonal Bank increased its Southside Bancshares (SBSI) stake by 105% in Q2 2026, buying an estimated $492K and bringing the position to 29,020 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

Zurich Cantonal Bank first reported a position in SBSI in Q3 2015 and has held it in 44 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

Zurich Cantonal Bank held 29,020 shares of Southside Bancshares worth $1.02M as of Q2 2026.
Zurich Cantonal Bank bought 14,861 Southside Bancshares shares in Q2 2026, an estimated $492K.
Southside Bancshares made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #1538 holding.
Zurich Cantonal Bank first reported a position in Southside Bancshares in Q3 2015 and has held it in 44 quarters since.
195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.