Moisand Fitzgerald Tamayo’s Southside Bancshares SBSI Stock Holding History

Moisand Fitzgerald Tamayo’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	$134K	Hold	3,807	–	–	0.01%	141
2026 Q1	$118K	Hold	3,807	–	–	0.01%	139
2025 Q4	$116K	Hold	3,807	–	–	0.01%	139
2025 Q3	$108K	Hold	3,807	–	–	0.01%	149
2025 Q2	$112K	Hold	3,807	–	–	0.01%	144
2025 Q1	$110K	Hold	3,807	–	–	0.02%	142
2024 Q4	$121K	Hold	3,807	–	–	0.02%	131
2024 Q3	$127K	Hold	3,807	–	–	0.02%	132
2024 Q2	$105K	Hold	3,807	–	–	0.02%	131
2024 Q1	$111K	Hold	3,807	–	–	0.02%	126
2023 Q4	$119K	Sell	3,807 -1,480	-28%	-$43.1K	0.02%	125
2023 Q3	$152K	Hold	5,287	–	–	0.03%	111
2023 Q2	$138K	Hold	5,287	–	–	0.03%	114
2023 Q1	$176K	Hold	5,287	–	–	0.04%	106
2022 Q4	$190K	Hold	5,287	–	–	0.04%	104
2022 Q3	$187K	Hold	5,287	–	–	0.05%	98
2022 Q2	$198K	Hold	5,287	–	–	0.05%	96
2022 Q1	$216K	Hold	5,287	–	–	0.1%	71
2021 Q4	$221K	Hold	5,287	–	–	0.06%	85
2021 Q3	$202K	Hold	5,287	–	–	0.07%	86
2021 Q2	$202K	Hold	5,287	–	–	0.07%	84
2021 Q1	$204K	Sell	5,287 -1,000	-16%	-$35.4K	0.09%	80
2020 Q4	$195K	Sell	6,287 -1,350	-18%	-$38.9K	0.09%	78
2020 Q3	$187K	Hold	7,637	–	–	0.1%	73
2020 Q2	$212K	Hold	7,637	–	–	0.12%	66
2020 Q1	$232K	Hold	7,637	–	–	0.15%	61
2019 Q4	$284K	Sell	7,637 -627	-8%	-$22.2K	0.15%	65
2019 Q3	$282K	Sell	8,264 -8,265	-50%	-$275K	0.15%	64
2019 Q2	$535K	Hold	16,529	–	–	0.29%	51
2019 Q1	$549K	Hold	16,529	–	–	0.31%	49
2018 Q4	$525K	Hold	16,529	–	–	0.33%	48
2018 Q3	$575K	Hold	16,529	–	–	0.32%	50
2018 Q2	$557K	Hold	16,529	–	–	0.32%	48
2018 Q1	$574K	Hold	16,529	–	–	0.34%	47
2017 Q4	$557K	Hold	16,529	–	–	0.32%	38
2017 Q3	$601K	Hold	16,529	–	–	0.37%	35
2017 Q2	$578K	Buy	16,529 +1	+0%	+$34	0.39%	36
2017 Q1	$541K	Hold	16,528	–	–	0.38%	38
2016 Q4	$607K	Hold	16,528	–	–	0.45%	35
2016 Q3	$519K	Buy	+16,528	New	+$514K	0.39%	38

Other funds holding SBSI

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SBSI Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Southside Bancshares (SBSI) position steady in Q2 2026 at 3,807 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #141.

Moisand Fitzgerald Tamayo first reported a position in SBSI in Q3 2016 and has held it in 40 quarters since. The position peaked at $607K in Q4 2016. 28 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

Moisand Fitzgerald Tamayo held 3,807 shares of Southside Bancshares worth $134K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Southside Bancshares share count unchanged in Q2 2026.
Southside Bancshares made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #141 holding.
Moisand Fitzgerald Tamayo first reported a position in Southside Bancshares in Q3 2016 and has held it in 40 quarters since.
Moisand Fitzgerald Tamayo's Southside Bancshares position peaked at $607K in Q4 2016.
28 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.