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Keating Financial Advisory Services’s Southside Bancshares SBSI Stock Holding History

Keating Financial Advisory Services’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 		$774 Hold
22
– – ﹤0.01% 2250
2026
Q1 		$684 Buy
22
+21
+2,100% +$666 ﹤0.01% 2195
2025
Q4 		$30 Buy
+1
New +$29 ﹤0.01% 2185

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Renaissance Technologies
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Charles Schwab
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Keating Financial Advisory Services's SBSI Position: Q2 2026 in Review

Keating Financial Advisory Services held its Southside Bancshares (SBSI) position steady in Q2 2026 at 22 shares worth $774. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

Keating Financial Advisory Services first reported a position in SBSI in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Keating Financial Advisory Services held 22 shares of Southside Bancshares worth $774 as of Q2 2026.
  • Keating Financial Advisory Services left its Southside Bancshares share count unchanged in Q2 2026.
  • Southside Bancshares made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2250 holding.
  • Keating Financial Advisory Services first reported a position in Southside Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.