Back to SBSI
True Wealth Design, LLC → SBSI
True Wealth Design, LLC SBSI Position History
Southside Bancshares, Inc. • Financial Services
Quarters held
5
Latest value
$692
Q3 2026
Peak value
$1K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1K |
| Q4 2025 | $608 |
| Q1 2026 | $622 |
| Q2 2026 | $599 |
| Q3 2026 | $692 |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $692 | 23 | — | — |
| Q2 2026 | $599 | 17 | — | — |
| Q1 2026 | $622 | 20 | — | — |
| Q4 2025 | $608 | 20 | — | — |
| Q3 2025 | $1K | 47 | — | — |
Other funds holding SBSI
$105.1M
$96.8M
$88.5M
$57.1M
$55.7M
$54.9M
$50.3M