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True Wealth Design’s Southside Bancshares SBSI Stock Holding History

True Wealth Design’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 		$599 Sell
17
-3
-15% -$99 ﹤0.01% 2139
2026
Q1 		$622 Hold
20
– – ﹤0.01% 1973
2025
Q4 		$608 Sell
20
-27
-57% -$791 ﹤0.01% 1890
2025
Q3 		$1.33K Buy
47
+36
+327% +$1.09K ﹤0.01% 1652
2025
Q2 		$324 Sell
11
-1
-8% -$28 ﹤0.01% 1899
2025
Q1 		$348 Buy
+12
New +$368 ﹤0.01% 1717

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

True Wealth Design's SBSI Position: Q2 2026 in Review

True Wealth Design reduced its Southside Bancshares (SBSI) stake by 15% in Q2 2026, selling an estimated $99 and leaving 17 shares worth $599. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

True Wealth Design first reported a position in SBSI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.33K in Q3 2025. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • True Wealth Design held 17 shares of Southside Bancshares worth $599 as of Q2 2026.
  • True Wealth Design sold 3 Southside Bancshares shares in Q2 2026, an estimated $99.
  • Southside Bancshares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2139 holding.
  • True Wealth Design first reported a position in Southside Bancshares in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Southside Bancshares position peaked at $1.33K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.