SBSI
Southside Bancshares IncCompany with tickers: SBSI
Market Cap
$1.05B
Shares Outstanding
29,751,711
CIK
705432
CUSIP
84470P109
13F Activity (30d)
3 filings
2 filers
Website
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Investor Relations
Investor relations
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding SBSI
198 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | — | 1,684,153 | $52,360,317 | 0.06% | Long | 2026-03-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 897,062 | $27,889,658 | 0.00% | Long | 2026-03-31 | |
| iShares Russell 2000 ETF | — | 706,333 | $21,959,893 | 0.03% | Long | 2026-03-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 314,815 | $9,787,598 | 0.01% | Long | 2026-03-31 | |
| iShares S&P Small-Cap 600 Value ETF | — | 272,943 | $8,485,798 | 0.11% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | — | 258,362 | $8,032,475 | 0.06% | Long | 2026-03-31 | |
| iShares Russell 2000 Value ETF | — | 247,946 | $7,708,641 | 0.06% | Long | 2026-03-31 | |
| Avantis U.S. Small Cap Value ETF | — | 239,512 | $7,501,516 | 0.03% | Long | 2026-02-28 | |
| U.S. Targeted Value Portfolio | — | 209,559 | $6,921,734 | 0.04% | Long | 2026-04-30 | |
| ProShares Russell 2000 Dividend Growers ETF | — | 195,392 | $6,119,677 | 0.93% | Long | 2026-02-28 | |
| VANGUARD TAX-MANAGED SMALL-CAP FUND | — | 175,617 | $5,459,933 | 0.06% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | — | 159,460 | $4,957,611 | 0.13% | Long | 2026-03-31 | |
| Fidelity Extended Market Index Fund | — | 150,779 | $4,722,398 | 0.01% | Long | 2026-02-28 | |
| U.S. SMALL CAP VALUE PORTFOLIO | — | 140,554 | $4,642,499 | 0.02% | Long | 2026-04-30 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | — | 145,616 | $4,527,201 | 0.11% | Long | 2026-03-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 143,403 | $4,491,382 | 0.03% | Long | 2026-02-28 | |
| U.S. SMALL CAP PORTFOLIO | — | 132,858 | $4,388,300 | 0.02% | Long | 2026-04-30 | |
| Schwab U.S. Small-Cap ETF | — | 136,637 | $4,279,471 | 0.02% | Long | 2026-02-28 | |
| Schwab Fundamental U.S. Small Company ETF | — | 125,524 | $3,931,412 | 0.04% | Long | 2026-02-28 | |
| Third Avenue Small-Cap Value Fund | — | 116,879 | $3,860,513 | 1.92% | Long | 2026-04-30 | |
| U.S. MICRO CAP PORTFOLIO | — | 108,826 | $3,594,523 | 0.05% | Long | 2026-04-30 | |
| EA Bridgeway Omni Small-Cap Value ETF | — | 100,298 | $3,118,265 | 0.15% | Long | 2026-03-31 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 97,236 | $3,045,432 | 0.06% | Long | 2026-02-28 | |
| Goldman Sachs Small Cap Value Insights Fund | — | 78,951 | $2,607,752 | 0.23% | Long | 2026-04-30 | |
| U.S. CORE EQUITY 2 PORTFOLIO | — | 67,214 | $2,220,078 | 0.01% | Long | 2026-04-30 | |
| Schwab Small-Cap Index Fund | — | 63,155 | $2,086,010 | 0.03% | Long | 2026-04-30 | |
| Avantis U.S. Small Cap Equity ETF | — | 64,534 | $2,021,205 | 0.08% | Long | 2026-02-28 | |
| WisdomTree U.S. SmallCap Dividend Fund | — | 63,938 | $1,987,832 | 0.10% | Long | 2026-03-31 | |
| Invesco S&P SmallCap Low Volatility ETF | — | 63,074 | $1,975,478 | 0.82% | Long | 2026-02-28 | |
| Pear tree polaris small cap fund | — | 62,943 | $1,956,912 | 2.13% | Long | 2026-03-31 | |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | — | 62,172 | $1,947,227 | 0.11% | Long | 2026-02-28 | |
| Fidelity Total Market Index Fund | — | 53,412 | $1,672,864 | 0.00% | Long | 2026-02-28 | |
| Hotchkis and Wiley Small Cap Diversified Value Fund | — | 51,800 | $1,610,462 | 0.19% | Long | 2026-03-31 | |
| Master Small Cap Index Series | — | 48,131 | $1,496,393 | 0.03% | Long | 2026-03-31 | |
| JPMorgan Small & Mid Cap Enhanced Equity ETF | — | 48,121 | $1,496,082 | 0.06% | Long | 2026-03-31 | |
| VANGUARD FINANCIALS INDEX FUND | — | 47,707 | $1,494,183 | 0.01% | Long | 2026-02-28 | |
| ROYCE SMALL-CAP TRUST, INC. | RVT | 47,206 | $1,467,635 | 0.07% | Long | 2026-03-31 | |
| Columbia Small Cap Index Fund | — | 44,986 | $1,408,962 | 0.06% | Long | 2026-02-28 | |
| JPMorgan Small Cap Value Fund | — | 45,067 | $1,401,133 | 0.12% | Long | 2026-03-31 | |
| Omni Small-Cap Value Fund | — | 43,800 | $1,361,742 | 0.11% | Long | 2026-03-31 | |
| JNL Small Cap Index Fund | — | 42,823 | $1,331,367 | 0.06% | Long | 2026-03-31 | |
| Fidelity Series Total Market Index Fund | — | 40,849 | $1,279,391 | 0.00% | Long | 2026-02-28 | |
| Fidelity Small Cap Value Index Fund | — | 36,329 | $1,129,469 | 0.06% | Long | 2026-03-31 | |
| Nuveen Small Cap Blend Index Fund | — | 32,999 | $1,089,957 | 0.03% | Long | 2026-04-30 | |
| iShares Core S&P Total U.S. Stock Market ETF | — | 34,539 | $1,073,818 | 0.00% | Long | 2026-03-31 | |
| SmallCap Value Fund II | — | 32,230 | $1,064,557 | 0.09% | Long | 2026-04-30 | |
| U.S. CORE EQUITY 1 PORTFOLIO | — | 30,424 | $1,004,905 | 0.00% | Long | 2026-04-30 | |
| EQ/2000 Managed Volatility Portfolio | — | 29,089 | $904,377 | 0.03% | Long | 2026-03-31 | |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF | — | 27,994 | $870,333 | 0.32% | Long | 2026-03-31 | |
| Schwab Fundamental U.S. Small Company Index Fund | — | 25,354 | $837,443 | 0.04% | Long | 2026-04-30 |
Showing 1–50 of 198 positions