Filing Research | SBSI - Southside Bancshares Inc Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	25.2KSH	$885.3K
2	Y-Intercept (Hong Kong) Ltd	Shares	21.3KSH	$748.5K
3	Hennion & Walsh Asset Management, Inc.	Shares	19.7KSH	$693.9K
4	Louisiana State Employees Retirement System	Shares	12.3KSH	$432.8K
5	Bill Few Associates, Inc.	Shares	10.4KSH	$367.5K
6	NAPLES GLOBAL ADVISORS, LLC	Shares	10.2KSH	$359.3K
7	Gibson Wealth Advisors LLC	Shares	9.9KSH	$346.8K
8	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	9.1KSH	$319.6K
9	Police & Firemen's Retirement System of New Jersey	Shares	8.0KSH	$281.4K
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	7.3KSH	$252.2K
11	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	6.9KSH	$243.4K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.6KSH	$233.4K
13	Moisand Fitzgerald Tamayo, LLC	Shares	3.8KSH	$134.0K
14	GAMMA Investing LLC	Shares	3.4KSH	$118.9K
15	Hilltop National Bank	Shares	2.3KSH	$80.2K
16	Farther Finance Advisors, LLC	Shares	1.9KSH	$68.0K
17	Versant Capital Management, Inc	Shares	693SH	$24.4K
18	EverSource Wealth Advisors, LLC	Shares	678SH	$23.9K
19	SIGNATUREFD, LLC	Shares	335SH	$11.8K
20	IFP Advisors, Inc	Shares	132SH	$4.6K
21	Physician Wealth Advisors, Inc.	Shares	92SH	$3.2K
22	MassMutual Private Wealth & Trust, FSB	Shares	71SH	$2.5K
23	SBI Securities Co., Ltd.	Shares	57SH	$2.0K
24	Cedar Mountain Advisors, LLC	Shares	52SH	$1.8K
25	FARMERS & MERCHANTS INVESTMENTS INC	Shares	18SH	$633
26	True Wealth Design, LLC	Shares	17SH	$599
27	SJS Investment Consulting Inc.	Shares	16SH	$564
28	FINANCIAL CONSULATE, INC	Shares	15SH	$528
29	State of Alaska, Department of Revenue	Shares	10.4KSH	$366
30	AMALGAMATED BANK	Shares	7.5KSH	$265
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	2.6KSH	$93
32	Davis Capital Management	Shares	2SH	$70
33	Hughes Financial Services, LLC	Shares	1SH	$35

Manager changes2026-06-30 vs 2026-03-31

33 / 33 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+21.3K	+$748.5K	$748.5K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+7.3K	+$252.2K	$252.2K
3	Hennion & Walsh Asset Management, Inc. added	Shares	+114	+$84.4K	$693.9K
4	Bill Few Associates, Inc. added	Shares	+1.1K	+$76.2K	$367.5K
5	NAPLES GLOBAL ADVISORS, LLC added	Shares	+200	+$48.1K	$359.3K
6	Louisiana State Employees Retirement System trimmed	Shares	-100	+$47.3K	$432.8K
7	GAMMA Investing LLC added	Shares	+916	+$42.3K	$118.9K
8	Gibson Wealth Advisors LLC unchanged	Shares	0	+$40.4K	$346.8K
9	JAMISON PRIVATE WEALTH MANAGEMENT, INC. added	Shares	+9	+$37.5K	$319.6K
10	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$32.8K	$281.4K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-277	+$18.6K	$233.4K
12	Moisand Fitzgerald Tamayo, LLC unchanged	Shares	0	+$15.6K	$134.0K
13	Farther Finance Advisors, LLC added	Shares	+260	+$15.4K	$68.0K
14	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-522	+$12.1K	$243.4K
15	Hilltop National Bank unchanged	Shares	0	+$9.3K	$80.2K
16	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-3.2K	+$5.1K	$885.3K
17	Versant Capital Management, Inc unchanged	Shares	0	+$2.8K	$24.4K
18	SIGNATUREFD, LLC added	Shares	+38	+$2.6K	$11.8K
19	IFP Advisors, Inc added	Shares	+36	+$1.7K	$4.6K
20	MassMutual Private Wealth & Trust, FSB added	Shares	+28	+$1.2K	$2.5K
21	SJS Investment Consulting Inc. new	Shares	+16	+$564	$564
22	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$213	$1.8K
23	SBI Securities Co., Ltd. trimmed	Shares	-5	+$78	$2.0K
24	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$73	$633
25	Davis Capital Management new	Shares	+2	+$70	$70
26	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$61	$528
27	Hughes Financial Services, LLC new	Shares	+1	+$35	$35
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+151	+$16	$93
29	AMALGAMATED BANK trimmed	Shares	-532	+$14	$265
30	True Wealth Design, LLC trimmed	Shares	-3	-$23	$599
31	State of Alaska, Department of Revenue trimmed	Shares	-4.6K	-$99	$366
32	Physician Wealth Advisors, Inc. trimmed	Shares	-18	-$182	$3.2K
33	EverSource Wealth Advisors, LLC trimmed	Shares	-380	-$9.0K	$23.9K