MassMutual Private Wealth & Trust’s Southside Bancshares SBSI Stock Holding History

MassMutual Private Wealth & Trust’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	$2.5K	Buy	71 +28	+65%	+$928	﹤0.01%	1937
2026 Q1	$1.34K	Hold	43	–	–	﹤0.01%	2074
2025 Q4	$1.31K	Buy	+43	New	+$1.26K	﹤0.01%	2091
2025 Q2	–	Sell	-10	Closed	-$290	–	2482
2025 Q1	$290	Buy	+10	New	+$307	﹤0.01%	2278
2024 Q2	–	Sell	-66	Closed	-$1.93K	–	2220
2024 Q1	$1.93K	Buy	66 +21	+47%	+$625	﹤0.01%	1554
2023 Q4	$1.41K	Sell	45 -68	-60%	-$1.98K	﹤0.01%	1610
2023 Q3	$3.24K	Hold	113	–	–	﹤0.01%	1374
2023 Q2	$2.96K	Buy	+113	New	+$3.29K	﹤0.01%	1363
2022 Q4	–	Sell	-59	Closed	-$2K	–	1831
2022 Q3	$2K	Sell	59 -53	-47%	-$2.03K	﹤0.01%	1279
2022 Q2	$4K	Buy	+112	New	+$4.36K	﹤0.01%	987

Other funds holding SBSI

PWM

Parkway Wealth Management Plano, Texas $866M AUM

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

MassMutual Private Wealth & Trust's SBSI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Southside Bancshares (SBSI) stake by 65% in Q2 2026, buying an estimated $928 and bringing the position to 71 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

MassMutual Private Wealth & Trust first reported a position in SBSI in Q2 2022 and has held it in 10 quarters since. The position peaked at $4K in Q2 2022. 44 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

MassMutual Private Wealth & Trust held 71 shares of Southside Bancshares worth $2.5K as of Q2 2026.
MassMutual Private Wealth & Trust bought 28 Southside Bancshares shares in Q2 2026, an estimated $928.
Southside Bancshares made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1937 holding.
MassMutual Private Wealth & Trust first reported a position in Southside Bancshares in Q2 2022 and has held it in 10 quarters since.
MassMutual Private Wealth & Trust's Southside Bancshares position peaked at $4K in Q2 2022.
44 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.