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Cedar Mountain Advisors’s Southside Bancshares SBSI Stock Holding History

Cedar Mountain 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 		$1.83K Hold
52
– – ﹤0.01% 859
2026
Q1 		$1.62K Hold
52
– – ﹤0.01% 848
2025
Q4 		$1.58K Buy
52
+47
+940% +$1.38K ﹤0.01% 427
2025
Q3 		$141 Buy
+5
New +$151 ﹤0.01% 659

Other funds holding SBSI

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
GWA
Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Cedar Mountain Advisors's SBSI Position: Q2 2026 in Review

Cedar Mountain Advisors held its Southside Bancshares (SBSI) position steady in Q2 2026 at 52 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Cedar Mountain Advisors first reported a position in SBSI in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Cedar Mountain Advisors held 52 shares of Southside Bancshares worth $1.83K as of Q2 2026.
  • Cedar Mountain Advisors left its Southside Bancshares share count unchanged in Q2 2026.
  • Southside Bancshares made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #859 holding.
  • Cedar Mountain Advisors first reported a position in Southside Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 18 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.