CREATIVE FINANCIAL DESIGNS INC /ADV SBSI — SOUTHSIDE BANCSHARES INC COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  6 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported SOUTHSIDE BANCSHARES INC COM (SBSI) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows SBSI at 0.00% 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.

What this SBSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV'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
2025 Q3

SBSI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2025 Q3

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.

SBSI stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 289 +3 +1.0% 0.00% $8K 2025-11-14 (Est.) $28.16
2025 Q2 ADDED — — — 286 +8 +2.9% 0.00% $8K 2025-08-04 $27.96
2025 Q1 ADDED — — — 278 +3 +1.1% 0.00% $8K 2025-04-23 $27.24
2024 Q4 ADDED — — — 275 +3 +1.1% 0.00% $9K 2025-02-10 $29.59
2024 Q3 ADDED — — — 272 +125 +85.0% 0.00% $9K 2024-10-28 $30.62
2024 Q2 INITIATED — — — 147 — — 0.00% $4K 2024-08-06 $29.19

🏢 Other funds also holding SBSI

As of 2026 Q1 — sorted by position size

Parkway Wealth Management Group, LLC 0.31% Gibson Wealth Advisors LLC 3Y 0.21% Bill Few Associates, Inc. 3Y 0.07% Inspire Investing, LLC 3Y 7Y 0.04% Pinnacle Wealth Management Advisory Group, LLC 3Y 7Y 0.03% NAPLES GLOBAL ADVISORS, LLC 3Y 7Y 0.02% Hilltop National Bank 0.02% PINNACLE ASSOCIATES LTD 3Y 7Y 0.02% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.02% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 0.01%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and SBSI

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

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning SBSI?

CREATIVE FINANCIAL DESIGNS INC /ADV reported SBSI across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported SBSI position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for SBSI was 0.00% in 2024 Q3.

What is the latest reported SBSI position on this page?

The most recent filing on this page is 2025 Q3, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 289 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this SBSI ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV'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 CREATIVE FINANCIAL DESIGNS INC /ADV time their SBSI position?

Based on 13F filing dates vs. subsequent SBSI price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 3 out of 5 reported position changes (60%).

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