Position in SBSI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$133,968
+$15,609 QoQ
Shares Held
3,807
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#131
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, 2026Moisand Fitzgerald Tamayo, LLC holds $1,677,639 across 13 Banks - Regional names. SBSI ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
11,871 | $591,413 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,326 | $326,487 | |
| 3 | SSB |
SouthState Bank Corp
|
2,174 | $217,182 | |
| 4 | UCB |
United Community Banks Inc
|
4,064 | $142,605 | |
| 5 | SBSI |
Southside Bancshares Inc
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|
3,807 | $133,968 | |
| 6 | FCF |
First Commonwealth Financial Corp /Pa/
|
4,692 | $95,388 | |
| 7 | STBA |
S&T Bancorp Inc
|
950 | $46,626 | |
| 8 | MTB |
M&T Bank Corp
|
132 | $31,417 |
All Filings in SBSI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,968 | 3,807 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $118,359 | 3,807 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $115,694 | 3,807 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $107,547 | 3,807 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $112,040 | 3,807 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $110,250 | 3,807 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $120,910 | 3,807 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $127,268 | 3,807 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $105,111 | 3,807 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $111,278 | 3,807 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $119,235 | 3,807 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $151,736 | 5,287 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $138,307 | 5,287 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $175,528 | 5,287 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $190,279 | 5,287 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $186,948 | 5,287 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $197,839 | 5,287 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $215,868 | 5,287 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $221,102 | 5,287 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $202,439 | 5,287 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $202,122 | 5,287 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $203,602 | 5,287 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $195,085 | 6,287 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $186,571 | 7,637 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $211,697 | 7,637 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $232,088 | 7,637 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||