Jamison Private Wealth Management’s Southside Bancshares SBSI Stock Holding History

Jamison Private Wealth 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	$320K	Buy	9,083 +9	+0.1%	+$298	0.03%	194
2026 Q1	$282K	Sell	9,074 -338	-4%	-$10.7K	0.03%	186
2025 Q4	$286K	Buy	9,412 +8	+0.1%	+$234	0.03%	184
2025 Q3	$266K	Buy	9,404 +9	+0.1%	+$272	0.03%	187
2025 Q2	$277K	Buy	9,395 +19	+0.2%	+$538	0.04%	178
2025 Q1	$272K	Sell	9,376 -195	-2%	-$5.98K	0.04%	181
2024 Q4	$304K	Sell	9,571 -1,373	-13%	-$46.6K	0.04%	175
2024 Q3	$366K	Buy	10,944 +6,866	+168%	+$220K	0.06%	150
2024 Q2	$113K	Buy	4,078 +19	+0.5%	+$515	0.02%	209
2024 Q1	$119K	Buy	4,059 +17	+0.4%	+$506	0.02%	206
2023 Q4	$127K	Buy	4,042 +16	+0.4%	+$465	0.02%	191
2023 Q3	$116K	Buy	+4,026	New	+$120K	0.02%	189

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

Jamison Private Wealth Management's SBSI Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Southside Bancshares (SBSI) stake by 0.1% in Q2 2026, buying an estimated $298 and bringing the position to 9,083 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #194.

Jamison Private Wealth Management first reported a position in SBSI in Q3 2023 and has held it in 12 quarters since. The position peaked at $366K in Q3 2024. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

Jamison Private Wealth Management held 9,083 shares of Southside Bancshares worth $320K as of Q2 2026.
Jamison Private Wealth Management bought 9 Southside Bancshares shares in Q2 2026, an estimated $298.
Southside Bancshares made up 0.03% of Jamison Private Wealth Management's portfolio in Q2 2026, its #194 holding.
Jamison Private Wealth Management first reported a position in Southside Bancshares in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Southside Bancshares position peaked at $366K in Q3 2024.
195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.