Y-Intercept (HK)
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
Q3 		– Sell
-21,271
Closed -$749K – 2036
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

Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Redwood Family Wealth
Redwood Family Wealth Addison, Texas $113M AUM 24.54% 1-Year Est. Return
Bill Few Associates
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
Gibson Wealth Advisors
Gibson Wealth Advisors Tyler, Texas $162M AUM 14.1% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

Y-Intercept (HK)'s SBSI Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Southside Bancshares (SBSI) in Q3 2026, closing a stake of 21,271 shares — an estimated $749K sold.

Y-Intercept (HK) first reported a position in SBSI in Q3 2022 and held it in 2 quarters. The position peaked at $749K in Q2 2026. 40 funds tracked by Wall St. Rank hold SBSI as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Southside Bancshares position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 21,271 Southside Bancshares shares in Q3 2026, an estimated $749K.
  • Y-Intercept (HK) first reported a position in Southside Bancshares in Q3 2022 and held it in 2 quarters.
  • Y-Intercept (HK)'s Southside Bancshares position peaked at $749K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.