Plante Moran Financial Advisors’s Southside Bancshares SBSI Stock Holding History

Plante Moran Financial Advisors’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	$35	Buy	+1	New	+$33	﹤0.01%	1582

Other funds holding SBSI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

KIM

Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Plante Moran Financial Advisors's SBSI Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Southside Bancshares (SBSI) in Q2 2026: 1 share worth $35. The stake represents ﹤0.01% of the portfolio and ranks #1582 among its holdings.

82 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

Plante Moran Financial Advisors held 1 share of Southside Bancshares worth $35 as of Q2 2026.
Southside Bancshares was a new Plante Moran Financial Advisors position in Q2 2026.
Southside Bancshares made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1582 holding.
82 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.