JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Position in SBSI — Southside Bancshares Inc

CIK 2006637 MILTON, GA

Position in SBSI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$319,630

+$37,520 QoQ

Shares Held

9,083

+0.1% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#11

of 38 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JAMISON PRIVATE WEALTH MANAGEMENT, INC. holds $11,292,596 across 10 Banks - Regional names. SBSI ranks #8 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	149,028	$7,424,574
2	KEY	Keycorp /New/	31,770	$732,298
3	FITB	Fifth Third Bancorp	11,619	$654,963
4	OZK	Bank OZK	10,523	$548,143
5	PNC	Pnc Financial Services Group, Inc.	1,631	$401,584
6	UBSI	United Bankshares Inc/Wv	8,000	$366,640
7	AUBN	Auburn National Bancorporation, Inc	12,517	$338,459
8	SBSI	Southside Bancshares Inc This page	9,083	$319,630

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$319,630	9,083	+0.1%	Shares	Sole	2026-07-16
2026-03-31	$282,110	9,074	-3.6%	Shares	Sole	2026-04-27
2025-12-31	$286,030	9,412	+0.1%	Shares	Sole	2026-01-15
2025-09-30	$265,663	9,404	+0.1%	Shares	Sole	2025-10-14
2025-06-30	$276,494	9,395	+0.2%	Shares	Sole	2025-07-22
2025-03-31	$271,528	9,376	-2.0%	Shares	Sole	2025-04-22
2024-12-31	$303,974	9,571	-12.5%	Shares	Sole	2025-01-21
2024-09-30	$365,857	10,944	+168.4%	Shares	Sole	2024-10-15
2024-06-30	$112,593	4,078	+0.5%	Shares	Sole	2024-07-11
2024-03-31	$118,644	4,059	+0.4%	Shares	Sole	2024-04-26
2023-12-31	$126,595	4,042	+0.4%	Shares	Sole	2024-01-17
2023-09-30	$115,546	4,026	—	Shares	Sole	2024-01-05
No filing history on record for this holder in this stock.