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Private Wealth Management Group’s Southside Bancshares SBSI Stock Holding History

Private Wealth Management 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
2024
Q2 		– Sell
-60
Closed -$1.75K – 1600
2024
Q1 		$1.75K Buy
+60
New +$1.78K ﹤0.01% 1033

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Wealth Management Group's SBSI Position: Q2 2024 in Review

Private Wealth Management Group sold out of Southside Bancshares (SBSI) in Q2 2024, closing a stake of 60 shares — an estimated $1.75K sold.

Private Wealth Management Group first reported a position in SBSI in Q1 2024 and held it in 1 quarter. The position peaked at $1.75K in Q1 2024. 149 funds tracked by Wall St. Rank hold SBSI as of Q2 2024.

  • Private Wealth Management Group reported no remaining Southside Bancshares position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 60 Southside Bancshares shares in Q2 2024, an estimated $1.75K.
  • Private Wealth Management Group first reported a position in Southside Bancshares in Q1 2024 and held it in 1 quarter.
  • Private Wealth Management Group's Southside Bancshares position peaked at $1.75K in Q1 2024.
  • 149 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.