SBSI
Southside Bancshares, Inc. · Financial Services · Banks - Regional
Momentum inputs (comparable managers):
holder breadth -15.4% ·
share flow -2.6% ·
net new positions -18.2%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 73 | -1 | 14.59M | $513.28M | +3 | −5 |
| Q1 2026 | 78 | +7 | 14.79M | $459.82M | +7 | n/a |
| Q4 2025 | 71 | -1 | 15.42M | $468.73M | n/a | −1 |
| Q3 2025 | 17 | -2 | 10.68M | $301.60M | n/a | −2 |
| Q2 2025 | 16 | +1 | 9.49M | $279.23M | +1 | n/a |
| Q1 2025 | 12 | +1 | 3.23M | $93.66M | +1 | n/a |
| Q4 2024 | 11 | -2 | 3.23M | $102.65M | n/a | −2 |
| Q3 2024 | 12 | 0 | 1.94M | $64.90M | n/a | n/a |
| Q2 2024 | 12 | n/a | 2.07M | $57.16M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 1.38M | n/a | $43.75M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 656.39K | -2.3% | $20.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Renaissance Technologies ✦ | 538.99K | +4.0% | $17.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 209.02K | -11.8% | $6.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 5 | Two Sigma Investments ✦ | 95.17K | -6.5% | $3.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Arrowstreet Capital ✦ | 93.15K | -37.1% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 70.29K | +1.5% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Millennium Management ✦ | 64.00K | +60.7% | $2.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Fisher Asset Management ✦ | 53.63K | -5.6% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 41.83K | +13.8% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 32.14K | +6.2% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Marshall Wace | $891,578 | was 0.0% |
| Point72 Asset Management | $170,493 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 182 holders, 16.88M shares, $520.39M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 415 sh · $13,284
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology