Back to SBSI
Pinnacle Wealth Planning Services, Inc. → SBSI
Pinnacle Wealth Planning Services, Inc. SBSI Position History
Southside Bancshares, Inc. • Financial Services
Quarters held
4
Latest value
$19K
Q3 2026
Peak value
$21K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $18K |
| Q1 2026 | $18K |
| Q2 2026 | $21K |
| Q3 2026 | $19K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19K | 625 | — | — |
| Q2 2026 | $21K | 599 | — | — |
| Q1 2026 | $18K | 590 | — | — |
| Q4 2025 | $18K | 578 | — | — |
Other funds holding SBSI
$105.1M
$96.8M
$88.5M
$57.1M
$55.7M
$54.9M
$50.3M