Creative Planning’s Southside Bancshares SBSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.99M | Sell |
63,858
-2,856
| -4% | -$90.5K | ﹤0.01% | 1894 |
|
|
2025
Q4 | $2.03M | Buy |
66,714
+54,156
| +431% | +$1.59M | ﹤0.01% | 1726 |
|
|
2025
Q3 | $355K | Buy |
12,558
+1,869
| +17% | +$56.5K | ﹤0.01% | 3016 |
|
|
2025
Q2 | $315K | Buy |
10,689
+82
| +0.8% | +$2.32K | ﹤0.01% | 2858 |
|
|
2025
Q1 | $307K | Buy |
10,607
+77
| +0.7% | +$2.36K | ﹤0.01% | 2737 |
|
|
2024
Q4 | $334K | Sell |
10,530
-179
| -2% | -$6.08K | ﹤0.01% | 2569 |
|
|
2024
Q3 | $358K | Hold |
10,709
| – | – | ﹤0.01% | 2381 |
|
|
2024
Q2 | $296K | Buy |
10,709
+222
| +2% | +$6.02K | ﹤0.01% | 2362 |
|
|
2024
Q1 | $307K | Buy |
10,487
+48
| +0.5% | +$1.43K | ﹤0.01% | 2234 |
|
|
2023
Q4 | $327K | Hold |
10,439
| – | – | ﹤0.01% | 2027 |
|
|
2023
Q3 | $300K | Hold |
10,439
| – | – | ﹤0.01% | 1948 |
|
|
2023
Q2 | $273K | Buy |
+10,439
| New | +$304K | ﹤0.01% | 1981 |
|
|
2021
Q1 | – | Sell |
-92,900
| Closed | -$2.88M | – | 2705 |
|
|
2020
Q4 | $2.88M | Sell |
92,900
-10,000
| -10% | -$288K | 0.01% | 530 |
|
|
2020
Q3 | $2.51M | Buy |
102,900
+20,000
| +24% | +$540K | 0.01% | 483 |
|
|
2020
Q2 | $2.3M | Buy |
82,900
+2,395
| +3% | +$68K | 0.01% | 455 |
|
|
2020
Q1 | $2.45M | Buy |
+80,505
| New | +$2.72M | 0.01% | 374 |
|
|
2019
Q3 | – | Sell |
-80,505
| Closed | -$2.61M | – | 2089 |
|
|
2019
Q2 | $2.61M | Buy |
80,505
+17,200
| +27% | +$582K | 0.01% | 425 |
|
|
2019
Q1 | $2.1M | Sell |
63,305
-32,996
| -34% | -$1.12M | 0.01% | 447 |
|
|
2018
Q4 | $3.06M | Buy |
96,301
+75,796
| +370% | +$2.47M | 0.01% | 338 |
|
|
2018
Q3 | $714K | Sell |
20,505
-70,000
| -77% | -$2.48M | ﹤0.01% | 907 |
|
|
2018
Q2 | $3.05M | Buy |
90,505
+20,000
| +28% | +$688K | 0.01% | 374 |
|
|
2018
Q1 | $2.45M | Sell |
70,505
-9,495
| -12% | -$330K | 0.01% | 414 |
|
|
2017
Q4 | $2.69M | Buy |
+80,000
| New | +$2.83M | 0.01% | 387 |
|
|
2017
Q3 | – | Sell |
-57,353
| Closed | -$2M | – | 3374 |
|
|
2017
Q2 | $2M | Sell |
57,353
-24,750
| -30% | -$830K | 0.01% | 437 |
|
|
2017
Q1 | $2.69M | Buy |
82,103
+30,750
| +60% | +$1.05M | 0.01% | 343 |
|
|
2016
Q4 | $1.89M | Buy |
51,353
+23,858
| +87% | +$824K | 0.01% | 418 |
|
|
2016
Q3 | $863K | Sell |
27,495
-8,983
| -25% | -$279K | 0.01% | 656 |
|
|
2016
Q2 | $1.1M | Sell |
36,478
-9,582
| -21% | -$261K | 0.01% | 494 |
|
|
2016
Q1 | $1.12M | Buy |
46,060
+16,858
| +58% | +$367K | 0.01% | 465 |
|
|
2015
Q4 | $652K | Buy |
29,202
+7,677
| +36% | +$191K | 0.01% | 648 |
|
|
2015
Q3 | $551K | Buy |
21,525
+7,265
| +51% | +$183K | ﹤0.01% | 698 |
|
|
2015
Q2 | $387K | Buy |
14,260
+8,610
| +152% | +$222K | ﹤0.01% | 735 |
|
|
2015
Q1 | $143K | Buy |
+5,650
| New | +$143K | ﹤0.01% | 1371 |
|
|
2013
Q3 | – | Sell |
-19,682
| Closed | -$396K | – | 3336 |
|
|
2013
Q2 | $396K | Buy |
+19,682
| New | +$364K | 0.01% | 465 |
|
Other funds holding SBSI
VCM
VPM
Creative Planning's SBSI Position: Q1 2026 in Review
Creative Planning reduced its Southside Bancshares (SBSI) stake by 4.3% in Q1 2026, selling an estimated $90.5K and leaving 63,858 shares worth $1.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1894.
Creative Planning first reported a position in SBSI in Q2 2013 and has held it in 34 quarters since. The position peaked at $3.06M in Q4 2018. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.
- Creative Planning held 63,858 shares of Southside Bancshares worth $1.99M as of Q1 2026.
- Creative Planning sold 2,856 Southside Bancshares shares in Q1 2026, an estimated $90.5K.
- Southside Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1894 holding.
- Creative Planning first reported a position in Southside Bancshares in Q2 2013 and has held it in 34 quarters since.
- Creative Planning's Southside Bancshares position peaked at $3.06M in Q4 2018.
- 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.