PWPS
SBSI icon

Pinnacle Wealth Planning Services’s Southside Bancshares SBSI Stock Holding History

Pinnacle Wealth Planning Services’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 		$18.3K Buy
590
+12
+2% +$380 ﹤0.01% 1735
2025
Q4 		$17.6K Buy
+578
New +$16.9K ﹤0.01% 1780
2021
Q1 		– Sell
-40
Closed -$1K – 1641
2020
Q4 		$1K Buy
+40
New +$1.15K ﹤0.01% 2170

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 Planning Services's SBSI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Southside Bancshares (SBSI) stake by 2.1% in Q1 2026, buying an estimated $380 and bringing the position to 590 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Pinnacle Wealth Planning Services first reported a position in SBSI in Q4 2020 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 590 shares of Southside Bancshares worth $18.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 12 Southside Bancshares shares in Q1 2026, an estimated $380.
  • Southside Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1735 holding.
  • Pinnacle Wealth Planning Services first reported a position in Southside Bancshares in Q4 2020 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.