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Basecamp Wealth Advisors’s Southside Bancshares SBSI Stock Holding History

Basecamp Wealth Advisors’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 		$1.16K Buy
33
+6
+22% +$199 ﹤0.01% 1485
2026
Q1 		$839 Buy
+27
New +$856 ﹤0.01% 1605

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

Basecamp Wealth Advisors's SBSI Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Southside Bancshares (SBSI) stake by 22% in Q2 2026, buying an estimated $199 and bringing the position to 33 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Basecamp Wealth Advisors first reported a position in SBSI in Q1 2026 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Basecamp Wealth Advisors held 33 shares of Southside Bancshares worth $1.16K as of Q2 2026.
  • Basecamp Wealth Advisors bought 6 Southside Bancshares shares in Q2 2026, an estimated $199.
  • Southside Bancshares made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1485 holding.
  • Basecamp Wealth Advisors first reported a position in Southside Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.