Skip to main content
Equibles

NAPLES GLOBAL ADVISORS, LLC

Position in SBSI — Southside Bancshares Inc

CIK 1582151 NAPLES, FL
Back to SBSI Full portfolio

Position in SBSI

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$359,254
+$48,075 QoQ
Shares Held
10,209
+2.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#94
of 195 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SBSI Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $14,965,544 across 16 Banks - Regional names. SBSI ranks #14 (2.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
 62,600 $3,781,040
2 HDB
Hdfc Bank Ltd
 72,098 $1,862,291
3 BHB
Bar Harbor Bankshares
 37,373 $1,411,204
4 HOMB
Home Bancshares Inc
 40,500 $1,156,275
5 OZK
Bank OZK
 17,938 $934,390
6 FSUN
Firstsun Capital Bancorp
 23,892 $926,531
7 TFC
Truist Financial Corp
 17,387 $866,220
8 FNLC
First Bancorp, Inc /ME/
 24,717 $860,645

All Filings in SBSI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $359,254 10,209
2026-03-31 $311,179 10,009
2025-12-31 $251,993 8,292
2025-09-30 $265,324 9,392
2025-06-30 $306,807 10,425
2025-03-31 $316,359 10,924
2024-12-31 $334,242 10,524
2024-09-30 $351,817 10,524
2024-06-30 $298,850 10,824
2024-03-31 $420,152 14,374
2023-12-31 $534,757 17,074
2023-09-30 $548,141 19,099
2023-06-30 $557,181 21,299
2023-03-31 $685,546 20,649
2022-12-31 $815,137 22,649
2022-09-30 $914,056 25,850
2022-06-30 $948,597 25,350
2022-03-31 $1,022,791 25,050
2021-12-31 $1,047,591 25,050
2021-09-30 $984,053 25,700
2021-06-30 $971,042 25,400
2021-03-31 $978,154 25,400
2020-12-31 $797,471 25,700
2020-09-30 $628,461 25,725
2020-06-30 $699,237 25,225
2020-03-31 $771,906 25,400