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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
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

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 Wealth Planning Services's SBSI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Southside Bancshares (SBSI) stake by 1.5% in Q2 2026, buying an estimated $298 and bringing the position to 599 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1758.

Pinnacle Wealth Planning Services first reported a position in SBSI in Q4 2020 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 599 shares of Southside Bancshares worth $21.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 9 Southside Bancshares shares in Q2 2026, an estimated $298.
  • Southside Bancshares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1758 holding.
  • Pinnacle Wealth Planning Services first reported a position in Southside Bancshares in Q4 2020 and has held it in 4 quarters since.
  • 196 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.