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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Solutions 4 Wealth's SBSI Position: Q1 2026 in Review

Solutions 4 Wealth held its Southside Bancshares (SBSI) position steady in Q1 2026 at 24,242 shares worth $754K. The position accounts for 1.13% of the portfolio, ranked #24.

Solutions 4 Wealth first reported a position in SBSI in Q4 2023 and has held it in 10 quarters since. The position peaked at $810K in Q3 2024. 184 funds tracked by Wall St. Rank hold SBSI as of Q1 2026.

  • Solutions 4 Wealth held 24,242 shares of Southside Bancshares worth $754K as of Q1 2026.
  • Solutions 4 Wealth left its Southside Bancshares share count unchanged in Q1 2026.
  • Southside Bancshares made up 1.13% of Solutions 4 Wealth's portfolio in Q1 2026, its #24 holding.
  • Solutions 4 Wealth first reported a position in Southside Bancshares in Q4 2023 and has held it in 10 quarters since.
  • Solutions 4 Wealth's Southside Bancshares position peaked at $810K in Q3 2024.
  • 184 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.