Pinnacle Wealth Planning Services
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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
Q3 		$18.8K Buy
625
+26
+4% +$850 ﹤0.01% 1808
2026
Q2 		$21.1K Buy
599
+9
+2% +$298 ﹤0.01% 1758
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's SBSI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Southside Bancshares (SBSI) stake by 4.3% in Q3 2026, buying an estimated $850 and bringing the position to 625 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Pinnacle Wealth Planning Services first reported a position in SBSI in Q4 2020 and has held it in 5 quarters since. The position peaked at $21.1K in Q2 2026. 111 funds tracked by Wall St. Rank hold SBSI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 625 shares of Southside Bancshares worth $18.8K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 26 Southside Bancshares shares in Q3 2026, an estimated $850.
  • Southside Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1808 holding.
  • Pinnacle Wealth Planning Services first reported a position in Southside Bancshares in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Southside Bancshares position peaked at $21.1K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.