SBSI β€” SOUTHSIDE BANCSHARES INC

Ownership history in Dynamic Technology Lab Private Ltd  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Dynamic Technology Lab Private Ltd reported a position in SOUTHSIDE BANCSHARES INC (SBSI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.1% (2020 Q3)
πŸ“Š Avg. % of fund
0.06%
πŸ“… First filed
2017 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7

Position Intelligence

Dynamic Technology Lab Private Ltd Γ— SBSI AI Analytics

πŸ“‰ Dynamic Technology Lab Private Ltd underperformed the S&P 500 by –77.7% annually on this SBSI position. Timing score: 33% (2/6 decisions correct). Average cost basis: $23.39. Maximum drawdown during holding period: –21.2%.

πŸ“ˆ Position Alpha vs SPY
-77.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 77.7% ann.
6 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 6 add/trim decisions correct

πŸ’° Entry Quality
$23.39
+18.0% vs current ($27.59)

Best entry: $19.32 (2020 Q3)  Β·  Worst: $27.59 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–21.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
43%
buy-side decisions

3 adds Β· 4 trims. Bought during 2 of 2 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.07% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SBSI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 14,068 -4,465 -24.1% 0.07% $397K $27.59
2025 Q1 ADDED 18,533 +12,954 +232.2% 0.08% $537K $27.59
2022 Q2 REDUCED 5,579 -4,271 -43.4% 0.02% $209K $31.53
2021 Q2 REDUCED 9,850 -460 -4.5% 0.04% $377K $31.13
2020 Q4 REDUCED 10,310 -16,046 -60.9% 0.05% $320K $24.84
2020 Q3 ADDED 26,356 +16,181 +159.0% 0.10% $644K $19.32
2017 Q2 INITIATED 10,175 β€” β€” 0.07% $355K $24.51

🏒 Other funds also holding SBSI

As of 2025 Q4 β€” sorted by position size

KESTREL INVESTMENT MANAGEMENT CORP 3Y 7Y 1.2% Pingora Partners LLC 1.15% Solutions 4 Wealth, Ltd 1.11% THIRD AVENUE MANAGEMENT LLC 3Y 7Y 0.65% Bayview Asset Management, LLC 3Y 7Y 0.6% Redwood Family Wealth LLC 0.38% Odyssean, LLC 0.3% Gibson Wealth Advisors LLC 3Y 0.21% Polaris Capital Management, LLC 3Y 7Y 0.16% EntryPoint Capital, LLC 0.1%
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