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Equibles

Creative Planning

Position in SBSI — Southside Bancshares Inc

CIK 1540235 OVERLAND PARK, KS
Back to SBSI Full portfolio

Position in SBSI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,241,215
+$255,870 QoQ
Shares Held
63,689
-0.3% QoQ
Ownership
0.214%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 195 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SBSI Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

Creative Planning holds $942,016,805 across 209 Banks - Regional names. SBSI ranks #93 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
 834,708 $50,416,362
2 PNC
Pnc Financial Services Group, Inc.
 139,365 $34,314,449
3 KB
KB Financial Group Inc.
 298,911 $31,373,698
4 CFG
Citizens Financial Group Inc/Ri
 434,304 $30,431,680
5 WF
Woori Financial Group Inc.
 519,254 $29,805,179
6 SHG
Shinhan Financial Group Co Ltd
 471,068 $29,795,050
7 FITB
Fifth Third Bancorp
 455,485 $25,675,688
8 TFC
Truist Financial Corp
 513,102 $25,562,741

All Filings in SBSI

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,241,215 63,689
2026-03-31 $1,985,345 63,858
2025-12-31 $2,027,438 66,714
2025-09-30 $354,763 12,558
2025-06-30 $314,577 10,689
2025-03-31 $307,178 10,607
2024-12-31 $334,432 10,530
2024-09-30 $358,001 10,709
2024-06-30 $295,675 10,709
2024-03-31 $306,535 10,487
2023-12-31 $326,949 10,439
2023-09-30 $299,599 10,439
2023-06-30 $273,084 10,439
2020-12-31 $2,882,687 92,900
2020-09-30 $2,513,847 102,900
2020-06-30 $2,297,988 82,900
2020-03-31 $2,446,546 80,505