Back to SBSI
Pinnacle Wealth Management Advisory Group, LLC → SBSI
Pinnacle Wealth Management Advisory Group, LLC SBSI Position History
Southside Bancshares, Inc. • Financial Services
Quarters held
4
Latest value
$263K
Q3 2026
Peak value
$465K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $465K |
| Q1 2026 | $424K |
| Q2 2026 | $307K |
| Q3 2026 | $263K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $263K | 8.7K | — | — |
| Q2 2026 | $307K | 8.7K | — | — |
| Q1 2026 | $424K | 13.6K | — | — |
| Q4 2025 | $465K | 15.3K | — | — |
Other funds holding SBSI
$105.1M
$96.8M
$88.5M
$57.1M
$55.7M
$54.9M
$50.3M