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Solutions 4 Wealth’s Southside Bancshares SBSI Stock Holding History

Solutions 4 Wealth’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 		$853K Hold
24,242
– – 1.1% 23
2026
Q1 		$754K Hold
24,242
– – 1.13% 24
2025
Q4 		$737K Hold
24,242
– – 1.11% 25
2025
Q3 		$685K Hold
24,242
– – 1.06% 27
2025
Q2 		$713K Hold
24,242
– – 1.19% 20
2025
Q1 		$702K Hold
24,242
– – 1.24% 21
2024
Q4 		$770K Hold
24,242
– – 1.39% 20
2024
Q3 		$810K Hold
24,242
– – 1.58% 20
2024
Q2 		$669K Hold
24,242
– – 1.52% 17
2024
Q1 		$709K Hold
24,242
– – 1.99% 14
2023
Q4 		$759K Buy
+24,242
New +$705K 2.48% 13

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

Solutions 4 Wealth's SBSI Position: Q2 2026 in Review

Solutions 4 Wealth held its Southside Bancshares (SBSI) position steady in Q2 2026 at 24,242 shares worth $853K. The position accounts for 1.1% of the portfolio, ranked #23.

Solutions 4 Wealth first reported a position in SBSI in Q4 2023 and has held it in 11 quarters since. 196 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Solutions 4 Wealth held 24,242 shares of Southside Bancshares worth $853K as of Q2 2026.
  • Solutions 4 Wealth left its Southside Bancshares share count unchanged in Q2 2026.
  • Southside Bancshares made up 1.1% of Solutions 4 Wealth's portfolio in Q2 2026, its #23 holding.
  • Solutions 4 Wealth first reported a position in Southside Bancshares in Q4 2023 and has held it in 11 quarters since.
  • 196 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.