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Avion Wealth’s Southside Bancshares SBSI Stock Holding History

Avion Wealth’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 		$0 Hold
18
– – ﹤0.01% 1693
2026
Q1 		$0 Hold
18
– – ﹤0.01% 1552
2025
Q4 		$0 Buy
18
+1
+6% +$29 ﹤0.01% 1540
2025
Q3 		$0 Buy
+17
New +$514 ﹤0.01% 1501
2025
Q2 		– Sell
-8
Closed – – 1555
2025
Q1 		$0 Buy
+8
New +$245 ﹤0.01% 1323

Other funds holding SBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avion Wealth's SBSI Position: Q2 2026 in Review

Avion Wealth held its Southside Bancshares (SBSI) position steady in Q2 2026 at 18 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

Avion Wealth first reported a position in SBSI in Q1 2025 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Avion Wealth held 18 shares of Southside Bancshares worth $0 as of Q2 2026.
  • Avion Wealth left its Southside Bancshares share count unchanged in Q2 2026.
  • Southside Bancshares made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1693 holding.
  • Avion Wealth first reported a position in Southside Bancshares in Q1 2025 and has held it in 5 quarters since.
  • 196 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.