EWA
SBSI icon

EverSource Wealth Advisors’s Southside Bancshares SBSI Stock Holding History

EverSource 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 		$23.9K Sell
678
-380
-36% -$12.6K ﹤0.01% 2300
2026
Q1 		$32.9K Buy
1,058
+71
+7% +$2.25K ﹤0.01% 2193
2025
Q4 		$30K Sell
987
-11
-1% -$322 ﹤0.01% 2106
2025
Q3 		$28.2K Buy
998
+51
+5% +$1.54K ﹤0.01% 2104
2025
Q2 		$27.9K Buy
947
+867
+1,084% +$24.6K ﹤0.01% 2031
2025
Q1 		$2.32K Buy
80
+60
+300% +$1.84K ﹤0.01% 2856
2024
Q4 		$635 Buy
+20
New +$679 ﹤0.01% 3110
2023
Q2 		– Sell
-50
Closed -$1.66K – 2591
2023
Q1 		$1.66K Hold
50
– – ﹤0.01% 1991
2022
Q4 		$1.8K Sell
50
-108
-68% -$3.83K ﹤0.01% 1946
2022
Q3 		$6K Hold
158
– – ﹤0.01% 1312
2022
Q2 		$6K Hold
158
– – ﹤0.01% 1219
2022
Q1 		$6K Hold
158
– – ﹤0.01% 1195
2021
Q4 		$7K Buy
+158
New +$6.53K ﹤0.01% 1137

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

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

EverSource Wealth Advisors reduced its Southside Bancshares (SBSI) stake by 36% in Q2 2026, selling an estimated $12.6K and leaving 678 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2300.

EverSource Wealth Advisors first reported a position in SBSI in Q4 2021 and has held it in 13 quarters since. The position peaked at $32.9K in Q1 2026. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • EverSource Wealth Advisors held 678 shares of Southside Bancshares worth $23.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 380 Southside Bancshares shares in Q2 2026, an estimated $12.6K.
  • Southside Bancshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2300 holding.
  • EverSource Wealth Advisors first reported a position in Southside Bancshares in Q4 2021 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Southside Bancshares position peaked at $32.9K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.