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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
Q3 		– Sell
-18
Closed – – 1658
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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

Avion Wealth's SBSI Position: Q3 2026 in Review

Avion Wealth sold out of Southside Bancshares (SBSI) in Q3 2026, closing a stake of 18 shares.

Avion Wealth first reported a position in SBSI in Q1 2025 and held it in 5 quarters. The position peaked at $0 in Q2 2026. 66 funds tracked by Wall St. Rank hold SBSI as of Q3 2026.

  • Avion Wealth reported no remaining Southside Bancshares position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 18 Southside Bancshares shares in Q3 2026.
  • Avion Wealth first reported a position in Southside Bancshares in Q1 2025 and held it in 5 quarters.
  • Avion Wealth's Southside Bancshares position peaked at $0 in Q2 2026.
  • 66 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.