Bill Few Associates, Inc. SBSI SOUTHSIDE BANCSHARES INC COM

Ownership history in Bill Few Associates, Inc.  ·  11 quarters on record

AI Ownership Summary

Bill Few Associates, Inc. reported SOUTHSIDE BANCSHARES INC COM (SBSI) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2023 Q4. The latest visible filing shows SBSI at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SBSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bill Few Associates, Inc.'s position in SOUTHSIDE BANCSHARES INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SBSI was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bill Few Associates, Inc. held SBSI — position size vs. price
% of Fund (quarterly)    SBSI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 9,370 +2,239 +31.4% 0.07% $291K 2026-04-08 $32.33
2025 Q4 ADDED 7,131 +261 +3.8% 0.05% $217K 2026-01-12 $30.79
2025 Q2 ADDED 6,870 +222 +3.3% 0.06% $202K 2025-07-25 $28.72
2024 Q3 ADDED 6,648 +165 +2.5% 0.08% $222K 2024-10-15 $31.39
2023 Q4 REDUCED 6,483 -84 -1.3% 0.09% $203K 2024-01-17 $26.67
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bill Few Associates, Inc. and SBSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bill Few Associates, Inc. reported owning SBSI?

Bill Few Associates, Inc. reported SBSI across 5 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SBSI position in Bill Few Associates, Inc.'s portfolio?

The largest reported portfolio weight for SBSI was 0.09% in 2023 Q4.

What is the latest reported SBSI position on this page?

The most recent filing on this page is 2026 Q1, when Bill Few Associates, Inc. reported 9,370 shares, equal to 0.07% of portfolio, with an estimated market value of $291K.

What does the chart on this SBSI ownership page compare?

The chart compares Bill Few Associates, Inc.'s quarterly SBSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bill Few Associates, Inc. time their SBSI position?

Based on 13F filing dates vs. subsequent SBSI price moves, Bill Few Associates, Inc. correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on SBSI relative to SPY over the holding period was -6.0%.

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