Wealth Enhancement Advisory Services
SBSI icon

Wealth Enhancement Advisory Services’s Southside Bancshares SBSI Stock Holding History

Wealth Enhancement Advisory Services’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 		$252K Buy
+7,341
New +$243K ﹤0.01% 3372

Other funds holding SBSI

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return
GWA
Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $990M AUM 48.93% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's SBSI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Southside Bancshares (SBSI) in Q2 2026: 7,341 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #3372 among its holdings.

18 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,341 shares of Southside Bancshares worth $252K as of Q2 2026.
  • Southside Bancshares was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Southside Bancshares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3372 holding.
  • 18 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.