Carson Wealth (CWM LLC)
SBSI icon

Carson Wealth (CWM LLC)’s Southside Bancshares SBSI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$281K Buy
9,038
+1,656
+22% +$52.5K ﹤0.01% 2428
2025
Q4 		$224K Buy
7,382
+1,306
+21% +$38.3K ﹤0.01% 2478
2025
Q3 		$172K Buy
6,076
+1,604
+36% +$48.5K ﹤0.01% 2560
2025
Q2 		$132K Sell
4,472
-31
-0.7% -$878 ﹤0.01% 2486
2025
Q1 		$130K Sell
4,503
-281
-6% -$8.62K ﹤0.01% 2214
2024
Q4 		$152K Buy
4,784
+111
+2% +$3.77K ﹤0.01% 2010
2024
Q3 		$156K Buy
4,673
+1,574
+51% +$50.5K ﹤0.01% 1895
2024
Q2 		$86K Buy
3,099
+2,533
+448% +$68.7K ﹤0.01% 2075
2024
Q1 		$17K Buy
566
+507
+859% +$15.1K ﹤0.01% 3020
2023
Q4 		$2K Sell
59
-25
-30% -$727 ﹤0.01% 3842
2023
Q3 		$2K Buy
84
+28
+50% +$834 ﹤0.01% 3859
2023
Q2 		$1K Sell
56
-124
-69% -$3.61K ﹤0.01% 4059
2023
Q1 		$6K Buy
180
+161
+847% +$5.87K ﹤0.01% 3236
2022
Q4 		$1K Sell
19
-32
-63% -$1.14K ﹤0.01% 3837
2022
Q3 		$2K Buy
+51
New +$1.96K ﹤0.01% 3531
2022
Q2 		– Sell
-12
Closed – – 4064
2022
Q1 		$0 Buy
+12
New +$506 ﹤0.01% 3831
2018
Q4 		– Sell
-222
Closed -$8K – 2223
2018
Q3 		$8K Buy
+222
New +$7.85K ﹤0.01% 1233

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SBSI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Southside Bancshares (SBSI) stake by 22% in Q1 2026, buying an estimated $52.5K and bringing the position to 9,038 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #2428.

Carson Wealth (CWM LLC) first reported a position in SBSI in Q3 2018 and has held it in 17 quarters since. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,038 shares of Southside Bancshares worth $281K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,656 Southside Bancshares shares in Q1 2026, an estimated $52.5K.
  • Southside Bancshares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2428 holding.
  • Carson Wealth (CWM LLC) first reported a position in Southside Bancshares in Q3 2018 and has held it in 17 quarters since.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.