PWM
SBSI icon

Parkway Wealth Management’s Southside Bancshares SBSI Stock Holding History

Parkway 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 		$2.61M Buy
74,109
+4
+0% +$133 0.3% 53
2026
Q1 		$2.46M Sell
74,105
-18,684
-20% -$592K 0.31% 57
2025
Q4 		$2.82M Buy
+92,789
New +$2.72M 0.38% 43

Other funds holding SBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Parkway Wealth Management's SBSI Position: Q2 2026 in Review

Parkway Wealth Management increased its Southside Bancshares (SBSI) stake by 0.01% in Q2 2026, buying an estimated $133 and bringing the position to 74,109 shares worth $2.61M. The position accounts for 0.3% of the portfolio, ranked #53.

Parkway Wealth Management first reported a position in SBSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.82M in Q4 2025. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Parkway Wealth Management held 74,109 shares of Southside Bancshares worth $2.61M as of Q2 2026.
  • Parkway Wealth Management bought 4 Southside Bancshares shares in Q2 2026, an estimated $133.
  • Southside Bancshares made up 0.3% of Parkway Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Parkway Wealth Management first reported a position in Southside Bancshares in Q4 2025 and has held it in 3 quarters since.
  • Parkway Wealth Management's Southside Bancshares position peaked at $2.82M in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Parkway Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.