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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
Q2 		– Sell
-34
Closed -$1.06K – 2648
2026
Q1 		$1.06K Buy
+34
New +$1.08K ﹤0.01% 2596

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Root Financial Partners's SBSI Position: Q2 2026 in Review

Root Financial Partners sold out of Southside Bancshares (SBSI) in Q2 2026, closing a stake of 34 shares — an estimated $1.06K sold.

Root Financial Partners first reported a position in SBSI in Q1 2026 and held it in 1 quarter. The position peaked at $1.06K in Q1 2026. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Root Financial Partners reported no remaining Southside Bancshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 34 Southside Bancshares shares in Q2 2026, an estimated $1.06K.
  • Root Financial Partners first reported a position in Southside Bancshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Southside Bancshares position peaked at $1.06K in Q1 2026.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.