Wedge Capital Management’s Southside Bancshares SBSI Stock Holding History

Wedge Capital Management’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	$885K	Sell	25,157 -3,153	-11%	-$104K	0.01%	422
2026 Q1	$880K	Buy	28,310 +32	+0.1%	+$1.01K	0.02%	446
2025 Q4	$859K	Buy	28,278 +1,194	+4%	+$35K	0.02%	443
2025 Q3	$765K	Sell	27,084 -361	-1%	-$10.9K	0.01%	466
2025 Q2	$808K	Buy	27,445 +889	+3%	+$25.2K	0.01%	453
2025 Q1	$769K	Buy	26,556 +5,364	+25%	+$164K	0.01%	454
2024 Q4	$673K	Buy	+21,192	New	+$720K	0.01%	459
2023 Q4	–	Sell	-13,397	Closed	-$384K	–	511
2023 Q3	$384K	Sell	13,397 -28,846	-68%	-$859K	0.01%	450
2023 Q2	$1.11M	Buy	+42,243	New	+$1.23M	0.02%	435

Other funds holding SBSI

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wedge Capital Management's SBSI Position: Q2 2026 in Review

Wedge Capital Management reduced its Southside Bancshares (SBSI) stake by 11% in Q2 2026, selling an estimated $104K and leaving 25,157 shares worth $885K. The position accounts for 0.01% of the portfolio, ranked #422.

Wedge Capital Management first reported a position in SBSI in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.11M in Q2 2023. 18 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

Wedge Capital Management held 25,157 shares of Southside Bancshares worth $885K as of Q2 2026.
Wedge Capital Management sold 3,153 Southside Bancshares shares in Q2 2026, an estimated $104K.
Southside Bancshares made up 0.01% of Wedge Capital Management's portfolio in Q2 2026, its #422 holding.
Wedge Capital Management first reported a position in Southside Bancshares in Q2 2023 and has held it in 9 quarters since.
Wedge Capital Management's Southside Bancshares position peaked at $1.11M in Q2 2023.
18 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.