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Hennion & Walsh Asset Management’s Southside Bancshares SBSI Stock Holding History

Hennion & Walsh Asset Management’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 		$694K Buy
19,720
+114
+0.6% +$3.78K 0.02% 665
2026
Q1 		$610K Buy
19,606
+2,302
+13% +$73K 0.02% 657
2025
Q4 		$526K Sell
17,304
-4,480
-21% -$131K 0.02% 707
2025
Q3 		$615K Buy
21,784
+1,176
+6% +$35.6K 0.02% 655
2025
Q2 		$606K Buy
20,608
+1,325
+7% +$37.5K 0.02% 619
2025
Q1 		$558K Buy
19,283
+3,182
+20% +$97.6K 0.02% 605
2024
Q4 		$511K Sell
16,101
-2,187
-12% -$74.3K 0.02% 615
2024
Q3 		$611K Sell
18,288
-333
-2% -$10.7K 0.03% 567
2024
Q2 		$514K Buy
18,621
+4,631
+33% +$126K 0.03% 582
2024
Q1 		$409K Buy
13,990
+1,943
+16% +$57.8K 0.02% 618
2023
Q4 		$377K Sell
12,047
-4,037
-25% -$117K 0.02% 618
2023
Q3 		$462K Buy
16,084
+122
+0.8% +$3.63K 0.03% 541
2023
Q2 		$418K Buy
15,962
+5,943
+59% +$173K 0.02% 567
2023
Q1 		$333K Buy
10,019
+1,052
+12% +$38.4K 0.02% 611
2022
Q4 		$323K Buy
8,967
+339
+4% +$12K 0.02% 603
2022
Q3 		$305K Sell
8,628
-270
-3% -$10.4K 0.02% 611
2022
Q2 		$333K Buy
8,898
+781
+10% +$30.4K 0.02% 600
2022
Q1 		$331K Buy
+8,117
New +$342K 0.02% 622

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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Hennion & Walsh Asset Management's SBSI Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Southside Bancshares (SBSI) stake by 0.58% in Q2 2026, buying an estimated $3.78K and bringing the position to 19,720 shares worth $694K. The position accounts for 0.02% of the portfolio, ranked #665.

Hennion & Walsh Asset Management first reported a position in SBSI in Q1 2022 and has held it in 18 quarters since. 33 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Hennion & Walsh Asset Management held 19,720 shares of Southside Bancshares worth $694K as of Q2 2026.
  • Hennion & Walsh Asset Management bought 114 Southside Bancshares shares in Q2 2026, an estimated $3.78K.
  • Southside Bancshares made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #665 holding.
  • Hennion & Walsh Asset Management first reported a position in Southside Bancshares in Q1 2022 and has held it in 18 quarters since.
  • 33 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.