Physician Wealth Advisors’s Southside Bancshares SBSI Stock Holding History

Physician Wealth Advisors’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	$3.24K	Sell	92 -18	-16%	-$596	﹤0.01%	1299
2026 Q1	$3.42K	Sell	110 -43	-28%	-$1.36K	﹤0.01%	1127
2025 Q4	$4.65K	Buy	153 +137	+856%	+$4.01K	﹤0.01%	993
2025 Q3	$452	Hold	16	–	–	﹤0.01%	1848
2025 Q2	$471	Buy	+16	New	+$453	﹤0.01%	1732

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

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Physician Wealth Advisors's SBSI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Southside Bancshares (SBSI) stake by 16% in Q2 2026, selling an estimated $596 and leaving 92 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Physician Wealth Advisors first reported a position in SBSI in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.65K in Q4 2025. 26 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

Physician Wealth Advisors held 92 shares of Southside Bancshares worth $3.24K as of Q2 2026.
Physician Wealth Advisors sold 18 Southside Bancshares shares in Q2 2026, an estimated $596.
Southside Bancshares made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1299 holding.
Physician Wealth Advisors first reported a position in Southside Bancshares in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Southside Bancshares position peaked at $4.65K in Q4 2025.
26 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.