Wipfli Financial Advisors’s Southside Bancshares SBSI Stock Holding History

Wipfli Financial 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
2022 Q3	$5K	Buy	+141	New	+$5.41K	﹤0.01%	2094

Other funds holding SBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wipfli Financial Advisors's SBSI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Southside Bancshares (SBSI) in Q3 2022: 141 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2094 among its holdings.

154 funds tracked by Wall St. Rank hold SBSI as of Q3 2022.

Wipfli Financial Advisors held 141 shares of Southside Bancshares worth $5K as of Q3 2022.
Southside Bancshares was a new Wipfli Financial Advisors position in Q3 2022.
Southside Bancshares made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2094 holding.
154 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.