Root Financial Partners
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Root Financial Partners’s Southside Bancshares SBSI Stock Holding History

Root Financial Partners’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 		$1.05K Buy
+35
New +$1.14K ﹤0.01% 2929
2026
Q2 		– Sell
-34
Closed -$1.06K – 2648
2026
Q1 		$1.06K Buy
+34
New +$1.08K ﹤0.01% 2596

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Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Redwood Family Wealth
Redwood Family Wealth Addison, Texas $113M AUM 24.54% 1-Year Est. Return
Bill Few Associates
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
Gibson Wealth Advisors
Gibson Wealth Advisors Tyler, Texas $162M AUM 14.1% 1-Year Est. Return

Root Financial Partners's SBSI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Southside Bancshares (SBSI) in Q3 2026: 35 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #2929 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SBSI as recently as Q1 2026.

Root Financial Partners first reported a position in SBSI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.06K in Q1 2026. 53 funds tracked by Wall St. Rank hold SBSI as of Q3 2026.

  • Root Financial Partners held 35 shares of Southside Bancshares worth $1.05K as of Q3 2026.
  • Southside Bancshares was a new Root Financial Partners position in Q3 2026.
  • Southside Bancshares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2929 holding.
  • Root Financial Partners first reported a position in Southside Bancshares in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Southside Bancshares position peaked at $1.06K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.