AssetMark Inc
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AssetMark Inc’s Southside Bancshares SBSI Stock Holding History

AssetMark Inc’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
Q3 		$120 Buy
+4
New +$131 ﹤0.01% 3676
2018
Q1 		– Sell
-9
Closed – – 1901
2017
Q4 		$0 Buy
+9
New +$318 ﹤0.01% 2094

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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Kestrel Investment Management
Kestrel Investment Management San Mateo, California $173M AUM 27.72% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Solutions 4 Wealth
Solutions 4 Wealth Southlake, Texas $83.3M AUM 12.76% 1-Year Est. Return

AssetMark Inc's SBSI Position: Q3 2026 in Review

AssetMark Inc opened a new position in Southside Bancshares (SBSI) in Q3 2026: 4 shares worth $120. The stake represents ﹤0.01% of the portfolio and ranks #3676 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in SBSI as recently as Q4 2017.

AssetMark Inc first reported a position in SBSI in Q4 2017 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold SBSI as of Q3 2026.

  • AssetMark Inc held 4 shares of Southside Bancshares worth $120 as of Q3 2026.
  • Southside Bancshares was a new AssetMark Inc position in Q3 2026.
  • Southside Bancshares made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3676 holding.
  • AssetMark Inc first reported a position in Southside Bancshares in Q4 2017 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.