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Southside Bancshares shares owned by UMA Financial Services

Quarter-by-quarter ownership of Southside Bancshares (SBSI) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Southside Bancshares

Tip: Access up to 7 years of quarterly data

All positions including Southside Bancshares held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southside Bancshares by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.7k 153 30.39
2025-09-30 $452 16 28.25
2025-06-30 $471 16 29.44

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Southside Bancshares

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Renaissance Technologies
Charles Schwab Investment Management
Goldman Sachs Group
American Century Companies
Northern Trust
Jpmorgan Chase & Co
Royal Bank of Canada
Invesco
Bank of New York Mellon
Millennium Management

View all funds holding Southside Bancshares