Back to SBSI
Physician Wealth Advisors, Inc. → SBSI
Physician Wealth Advisors, Inc. SBSI Position History
Southside Bancshares, Inc. • Financial Services
Quarters held
5
Latest value
$3K
Q3 2026
Peak value
$5K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $452 |
| Q4 2025 | $5K |
| Q1 2026 | $3K |
| Q2 2026 | $3K |
| Q3 2026 | $3K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3K | 92 | — | — |
| Q2 2026 | $3K | 92 | — | — |
| Q1 2026 | $3K | 110 | — | — |
| Q4 2025 | $5K | 153 | — | — |
| Q3 2025 | $452 | 16 | — | — |
Other funds holding SBSI
$105.1M
$96.8M
$88.5M
$57.1M
$55.7M
$54.9M
$50.3M