Position in SBSI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$853,075
+$99,392 QoQ
Shares Held
24,242
0.0% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
4.44%
of 13F equity value
Holder Rank
#60
of 195 holders
Holding Since
Dec 2023
11 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, 2026Solutions 4 Wealth, Ltd holds $853,075 across 1 Banks - Regional name. SBSI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBSI |
Southside Bancshares Inc
This page
|
24,242 | $853,075 |
All Filings in SBSI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $853,075 | 24,242 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $753,683 | 24,242 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $736,714 | 24,242 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $684,836 | 24,242 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $713,442 | 24,242 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $702,048 | 24,242 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $769,925 | 24,242 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $810,410 | 24,242 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $669,321 | 24,242 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $708,593 | 24,242 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $759,259 | 24,242 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||