TPWA
SBSI icon

Twin Peaks Wealth Advisors’s Southside Bancshares SBSI Stock Holding History

Twin Peaks Wealth Advisors’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
-23
Closed -$715 – 1820
2026
Q1 		$715 Buy
+23
New +$729 ﹤0.01% 1971
2025
Q3 		– Sell
-81
Closed -$2.42K – 1728
2025
Q2 		$2.42K Buy
+81
New +$2.29K ﹤0.01% 1567

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

Twin Peaks Wealth Advisors's SBSI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Southside Bancshares (SBSI) in Q2 2026, closing a stake of 23 shares — an estimated $715 sold.

Twin Peaks Wealth Advisors first reported a position in SBSI in Q2 2025 and held it in 2 quarters. The position peaked at $2.42K in Q2 2025. 195 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Southside Bancshares position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 23 Southside Bancshares shares in Q2 2026, an estimated $715.
  • Twin Peaks Wealth Advisors first reported a position in Southside Bancshares in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Southside Bancshares position peaked at $2.42K in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.