Integrated Wealth Concepts’s Southside Bancshares SBSI Stock Holding History

Integrated Wealth Concepts’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	$77.1K	Buy	+2,191	New	+$72.6K	﹤0.01%	3018

Other funds holding SBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Concepts's SBSI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Southside Bancshares (SBSI) in Q2 2026: 2,191 shares worth $77.1K. The stake represents ﹤0.01% of the portfolio and ranks #3018 among its holdings.

195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

Integrated Wealth Concepts held 2,191 shares of Southside Bancshares worth $77.1K as of Q2 2026.
Southside Bancshares was a new Integrated Wealth Concepts position in Q2 2026.
Southside Bancshares made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3018 holding.
195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.