Chuck Royce's SBSI Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 43,468 shares of Southside Bancshares, Inc. (SBSI) worth $1.53 M, representing 0.01% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Chuck Royce has maintained a strategic position in SBSI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 14,641 shares. Largest reduction occurred in Q2 2022, reducing 9,409 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Southside Bancshares (SBSI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Southside Bancshares (SBSI) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -3,738 | Reduce 7.92% | 43,468 | $35.19 |
| Q1 2026 | -3,452 | Reduce 6.81% | 47,206 | $31.09 |
| Q4 2025 | +14,257 | Add 39.17% | 50,658 | $30.39 |
| Q3 2025 | +11,201 | Add 44.45% | 36,401 | $28.25 |
| Q2 2025 | +10,559 | Add 72.12% | 25,200 | $29.43 |
| Q1 2025 | +14,641 | New Buy | 14,641 | $28.96 |
| Q2 2022 | -9,409 | Sold Out | 0 | $0.00 |
| Q1 2022 | -1,902 | Reduce 16.82% | 9,409 | $40.81 |
| Q4 2021 | -1,820 | Reduce 13.86% | 11,311 | $41.82 |
| Q3 2021 | +13,131 | New Buy | 13,131 | $38.31 |
Chuck Royce's Southside Bancshares Investment FAQs
Chuck Royce first purchased Southside Bancshares, Inc. (SBSI) in Q3 2021, acquiring 13,131 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Southside Bancshares, Inc. (SBSI) for 10 quarters since Q3 2021.
Chuck Royce's largest addition to Southside Bancshares, Inc. (SBSI) was in Q1 2025, adding 14,641 shares worth $424,003.
According to the latest 13F filing for Q2 2026, Chuck Royce's firm, Royce & Associates Lp, owns 43,468 shares of Southside Bancshares, Inc. (SBSI), valued at approximately $1.53 M.
As of the Q2 2026 filing, Southside Bancshares, Inc. (SBSI) represents approximately 0.01% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Southside Bancshares, Inc. (SBSI) was 50,658 shares, as reported at the end of Q4 2025.