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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
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

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

Farther Finance Advisors's SBSI Position: Q2 2026 in Review

Farther Finance Advisors increased its Southside Bancshares (SBSI) stake by 16% in Q2 2026, buying an estimated $8.61K and bringing the position to 1,933 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #3001.

Farther Finance Advisors first reported a position in SBSI in Q4 2023 and has held it in 11 quarters since. 19 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Farther Finance Advisors held 1,933 shares of Southside Bancshares worth $68K as of Q2 2026.
  • Farther Finance Advisors bought 260 Southside Bancshares shares in Q2 2026, an estimated $8.61K.
  • Southside Bancshares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3001 holding.
  • Farther Finance Advisors first reported a position in Southside Bancshares in Q4 2023 and has held it in 11 quarters since.
  • 19 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.