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Pinnacle Associates’s Southside Bancshares SBSI Stock Holding History

Pinnacle Associates’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 		$1.46M Buy
41,574
+904
+2% +$29.9K 0.02% 467
2026
Q1 		$1.26M Buy
40,670
+5,564
+16% +$176K 0.02% 482
2025
Q4 		$1.07M Buy
35,106
+12,512
+55% +$367K 0.01% 504
2025
Q3 		$638K Sell
22,594
-4,210
-16% -$127K 0.01% 592
2025
Q2 		$789K Buy
+26,804
New +$760K 0.01% 548

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

Pinnacle Associates's SBSI Position: Q2 2026 in Review

Pinnacle Associates increased its Southside Bancshares (SBSI) stake by 2.2% in Q2 2026, buying an estimated $29.9K and bringing the position to 41,574 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #467.

Pinnacle Associates first reported a position in SBSI in Q2 2025 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Pinnacle Associates held 41,574 shares of Southside Bancshares worth $1.46M as of Q2 2026.
  • Pinnacle Associates bought 904 Southside Bancshares shares in Q2 2026, an estimated $29.9K.
  • Southside Bancshares made up 0.02% of Pinnacle Associates's portfolio in Q2 2026, its #467 holding.
  • Pinnacle Associates first reported a position in Southside Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.