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Farther Finance Advisors’s Southside Bancshares SBSI Stock Holding History

Farther Finance 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
Q3 		$90.4K Buy
3,004
+1,071
+55% +$35K ﹤0.01% 2940
2026
Q2 		$68K Buy
1,933
+260
+16% +$8.61K ﹤0.01% 3001
2026
Q1 		$52.6K Buy
1,673
+21
+1% +$666 ﹤0.01% 2968
2025
Q4 		$50.2K Buy
1,652
+184
+13% +$5.39K ﹤0.01% 2814
2025
Q3 		$41.5K Buy
1,468
+27
+2% +$817 ﹤0.01% 2556
2025
Q2 		$42.4K Buy
1,441
+18
+1% +$510 ﹤0.01% 2211
2025
Q1 		$41.1K Buy
1,423
+17
+1% +$521 ﹤0.01% 1990
2024
Q4 		$44.6K Buy
1,406
+15
+1% +$509 ﹤0.01% 1718
2024
Q3 		$46.5K Buy
1,391
+14
+1% +$449 ﹤0.01% 1698
2024
Q2 		$37.4K Buy
1,377
+19
+1% +$515 ﹤0.01% 1533
2024
Q1 		$39K Buy
1,358
+17
+1% +$506 ﹤0.01% 1266
2023
Q4 		$42K Buy
+1,341
New +$39K ﹤0.01% 1097

Other funds holding SBSI

BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's SBSI Position: Q3 2026 in Review

Farther Finance Advisors increased its Southside Bancshares (SBSI) stake by 55% in Q3 2026, buying an estimated $35K and bringing the position to 3,004 shares worth $90.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2940.

Farther Finance Advisors first reported a position in SBSI in Q4 2023 and has held it in 12 quarters since. 6 funds tracked by Wall St. Rank hold SBSI as of Q3 2026.

  • Farther Finance Advisors held 3,004 shares of Southside Bancshares worth $90.4K as of Q3 2026.
  • Farther Finance Advisors bought 1,071 Southside Bancshares shares in Q3 2026, an estimated $35K.
  • Southside Bancshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2940 holding.
  • Farther Finance Advisors first reported a position in Southside Bancshares in Q4 2023 and has held it in 12 quarters since.
  • 6 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.