Position in SBSI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$323,255
+$60,191 QoQ
Shares Held
9,186
-1.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#99
of 192 holders
Holding Since
Dec 2021
16 quarters on record
Common Shares in SBSI Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $6,213,735 across 25 Banks - Regional names. SBSI ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,606 | $1,380,309 | |
| 2 | USB |
US Bancorp De
|
21,149 | $1,277,399 | |
| 3 | FFIN |
First Financial Bankshares Inc
|
16,724 | $578,650 | |
| 4 | BANF |
Bancfirst Corp /Ok/
|
5,020 | $557,872 | |
| 5 | NU |
Nu Holdings Ltd.
|
35,242 | $470,833 | |
| 6 | BAP |
Credicorp Ltd
|
847 | $329,974 | |
| 7 | SBSI |
Southside Bancshares Inc
This page
|
9,186 | $323,255 | |
| 8 | FITB |
Fifth Third Bancorp
|
5,483 | $309,076 |
All Filings in SBSI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,255 | 9,186 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $263,064 | 9,312 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $124,724 | 4,238 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $276,017 | 9,531 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $302,704 | 9,531 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $318,621 | 9,531 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $263,150 | 9,531 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $278,591 | 9,531 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $273,539 | 9,531 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $249,330 | 9,531 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $316,429 | 9,531 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $343,020 | 9,531 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $337,016 | 9,531 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $356,650 | 9,531 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $389,150 | 9,531 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $398,586 | 9,531 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||