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Creative Planning SBSI Position History
Southside Bancshares, Inc. • Financial Services
Quarters held
7
Latest value
$2M
Q3 2026
Peak value
$2.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $355K |
| Q4 2025 | $2M |
| Q1 2026 | $2M |
| Q2 2026 | $11K |
| Q2 2026 | $2.2M |
| Q3 2026 | $9K |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 65.0K | — | — |
| Q3 2026 | $9K | 311 | — | — |
| Q2 2026 | $2.2M | 63.4K | — | — |
| Q2 2026 | $11K | 311 | — | — |
| Q1 2026 | $2M | 63.9K | — | — |
| Q4 2025 | $2M | 66.7K | — | — |
| Q3 2025 | $355K | 12.6K | — | — |
Other funds holding SBSI
$105.1M
$96.8M
$88.5M
$57.1M
$55.7M
$54.9M
$50.3M