Skip to main content
Equibles

CAPTRUST FINANCIAL ADVISORS

Position in SBSI — Southside Bancshares Inc

CIK 1512024 RALEIGH, NC
Back to SBSI Full portfolio

Position in SBSI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,116,402
+$148,633 QoQ
Shares Held
31,725
+1.9% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 195 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 92% Shared 0% None 8%

Common Shares in SBSI Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $619,782,126 across 129 Banks - Regional names. SBSI ranks #61 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 OZK
Bank OZK
 2,570,708 $133,908,179
2 PNC
Pnc Financial Services Group, Inc.
 323,224 $79,584,213
3 UMBF
Umb Financial Corp
 428,347 $61,150,817
4 TFC
Truist Financial Corp
 680,372 $33,896,133
5 FSBC
Five Star Bancorp
 467,107 $22,743,439
6 USB
US Bancorp De
 375,575 $22,684,730
7 NWG
NatWest Group plc
 1,013,954 $17,876,009
8 MTB
M&T Bank Corp
 68,944 $16,409,361

All Filings in SBSI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,116,402 31,725
2026-03-31 $967,769 31,128
2025-12-31 $1,106,317 36,404
2025-09-30 $1,010,333 35,764
2025-06-30 $1,049,856 35,673
2025-03-31 $1,027,211 35,470
2024-12-31 $1,125,098 35,425
2024-09-30 $1,285,149 38,443
2024-06-30 $973,445 35,257
2024-03-31 $1,018,665 34,850
2023-12-31 $1,463,458 46,726
2023-09-30 $1,342,098 46,763
2023-06-30 $947,332 36,213
2023-03-31 $1,202,902 36,232
2022-12-31 $1,299,346 36,103
2022-09-30 $1,269,353 35,898
2022-06-30 $1,341,619 35,853
2022-03-31 $1,465,960 35,904
2021-12-31 $1,456,674 34,832
2021-09-30 $1,334,980 34,865
2021-06-30 $1,332,124 34,845
2021-03-31 $1,343,999 34,900
2020-12-31 $1,070,969 34,514
2020-09-30 $843,177 34,514
2020-06-30 $956,728 34,514
2020-03-31 $1,048,880 34,514