YIH
SBSI icon

Y-Intercept (HK)’s Southside Bancshares SBSI Stock Holding History

Y-Intercept (HK)’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 		$749K Buy
+21,271
New +$705K 0.01% 1164
2022
Q4 		– Sell
-11,892
Closed -$421K – 1304
2022
Q3 		$421K Buy
+11,892
New +$456K 0.04% 598

Other funds holding SBSI

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Y-Intercept (HK)'s SBSI Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Southside Bancshares (SBSI) in Q2 2026: 21,271 shares worth $749K. The stake represents 0.01% of the portfolio and ranks #1164 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in SBSI as recently as Q3 2022.

Y-Intercept (HK) first reported a position in SBSI in Q3 2022 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold SBSI as of Q2 2026.

  • Y-Intercept (HK) held 21,271 shares of Southside Bancshares worth $749K as of Q2 2026.
  • Southside Bancshares was a new Y-Intercept (HK) position in Q2 2026.
  • Southside Bancshares made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1164 holding.
  • Y-Intercept (HK) first reported a position in Southside Bancshares in Q3 2022 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.