PWMAG
SBSI icon

Pinnacle Wealth Management Advisory Group’s Southside Bancshares SBSI Stock Holding History

Pinnacle Wealth Management Advisory Group’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
Q1 		$424K Sell
13,629
-1,680
-11% -$53.2K 0.03% 310
2025
Q4 		$465K Buy
+15,309
New +$448K 0.03% 288

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's SBSI Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Southside Bancshares (SBSI) stake by 11% in Q1 2026, selling an estimated $53.2K and leaving 13,629 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #310.

Pinnacle Wealth Management Advisory Group first reported a position in SBSI in Q4 2025 and has held it in 2 quarters since. The position peaked at $465K in Q4 2025. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 13,629 shares of Southside Bancshares worth $424K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 1,680 Southside Bancshares shares in Q1 2026, an estimated $53.2K.
  • Southside Bancshares made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #310 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Southside Bancshares in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Management Advisory Group's Southside Bancshares position peaked at $465K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.