James T. Borello
SBSI icon

James T. Borello’s Southside Bancshares SBSI Stock Holding History

James T. Borello’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 		$1.92K Hold
64
– – ﹤0.01% 927
2026
Q2 		$2.25K Hold
64
– – ﹤0.01% 929
2026
Q1 		$1.99K Hold
64
– – ﹤0.01% 923
2025
Q4 		$1.94K Sell
64
-1
-2% -$29 ﹤0.01% 787
2025
Q3 		$1.84K Buy
+65
New +$1.97K ﹤0.01% 742

Other funds holding SBSI

Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Redwood Family Wealth
Redwood Family Wealth Addison, Texas $113M AUM 24.54% 1-Year Est. Return
Bill Few Associates
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
Gibson Wealth Advisors
Gibson Wealth Advisors Tyler, Texas $162M AUM 14.1% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

James T. Borello's SBSI Position: Q3 2026 in Review

James T. Borello held its Southside Bancshares (SBSI) position steady in Q3 2026 at 64 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

James T. Borello first reported a position in SBSI in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.25K in Q2 2026. 45 funds tracked by Wall St. Rank hold SBSI as of Q3 2026.

  • James T. Borello held 64 shares of Southside Bancshares worth $1.92K as of Q3 2026.
  • James T. Borello left its Southside Bancshares share count unchanged in Q3 2026.
  • Southside Bancshares made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #927 holding.
  • James T. Borello first reported a position in Southside Bancshares in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Southside Bancshares position peaked at $2.25K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.