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
Q2 		$307K Sell
8,718
-4,911
-36% -$163K 0.02% 410
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 $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 $3.38T AUM 44.17% 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 Wealth Management Advisory Group's SBSI Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Southside Bancshares (SBSI) stake by 36% in Q2 2026, selling an estimated $163K and leaving 8,718 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #410.

Pinnacle Wealth Management Advisory Group first reported a position in SBSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $465K in Q4 2025. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 8,718 shares of Southside Bancshares worth $307K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 4,911 Southside Bancshares shares in Q2 2026, an estimated $163K.
  • Southside Bancshares made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #410 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Southside Bancshares in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Advisory Group's Southside Bancshares position peaked at $465K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.