Position in SBSI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$393,494
+$41,494 QoQ
Shares Held
11,182
-1.2% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#88
of 195 holders
Holding Since
Dec 2025
3 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, 2026Redwood Family Wealth LLC holds $393,494 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
|
11,182 | $393,494 |
All Filings in SBSI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,494 | 11,182 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $352,000 | 11,322 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $383,096 | 12,606 | Shares | Sole | 2026-03-06 | |
| No filing history on record for this holder in this stock. | ||||||