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Security record · archived quarter

SBSI

Southside Bancshares, Inc. · Financial Services · Banks - Regional

30.26 -0.1% mkt cap $900.29M quote delayed (FMP) · as of Oct 13 16:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
71Tracked holders
-1Δ holders
15.42MShares held
$468.73MReported value
+0New positions
−1Exits
Stable Conviction score 53/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -1.4% · share flow -1.5% · net new positions -1.4% — formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 73 -1 14.59M $513.28M +3 −5
Q1 2026 78 +7 14.79M $459.82M +7 —
Q4 2025 71 -1 15.42M $468.73M — −1
Q3 2025 17 -2 10.68M $301.60M — −2
Q2 2025 16 +1 9.49M $279.23M +1 —
Q1 2025 12 +1 3.23M $93.66M +1 —
Q4 2024 11 -2 3.23M $102.65M — −2
Q3 2024 12 0 1.94M $64.90M — —
Q2 2024 12 — 2.07M $57.16M — —
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock ✦ (passive) 4.27M +3.7% $129.91M 0.0% ▲ Add 3 SEC ↗ ×14
2 The Vanguard Group ✦ (passive) 2.03M +1.6% $61.75M 0.0% ▲ Add 3 SEC ↗ ×5
3 Dimensional Fund Advisors Lp 1.38M — $41.86M 0.0% n/c 1 SEC ↗ ×5
4 State Street Global Advisors ✦ (passive) 1.31M +0.6% $39.77M 0.0% ▲ Add 5 SEC ↗
5 Geode Capital Management ✦ (passive) 686.10K -0.5% $20.85M 0.0% ▼ Trim 7 SEC ↗ ×2
6 Renaissance Technologies ✦ 460.45K -9.2% $13.99M 0.0% ▼ Trim 7 SEC ↗
7 Charles Schwab Investment… 405.88K — $12.33M 0.0% n/c 1 SEC ↗
8 Goldman Sachs Group ✦ 351.71K +11.6% $10.69M 0.0% ▲ Add 2 SEC ↗ ×2
9 American Century Companies Inc 348.67K — $10.60M 0.0% n/c 1 SEC ↗
10 Northern Trust Corp 310.85K — $9.45M 0.0% n/c 1 SEC ↗ ×7
11 Royal Bank Of Canada 266.54K — $8.10M 0.0% n/c 1 SEC ↗ ×3
12 Morgan Stanley ✦ 263.37K +4.3% $8.00M 0.0% ▲ Add 2 SEC ↗ ×11
13 Invesco Ltd. 259.90K — $7.90M 0.0% n/c 1 SEC ↗ ×5
14 JPMorgan Chase ✦ 258.98K -57.2% $7.87M 0.0% ▼ Trim 2 SEC ↗ ×3
15 Bank of New York Mellon Corp 253.31K — $7.70M 0.0% n/c 1 SEC ↗ ×6
16 ProShare Advisors LLC 199.51K — $6.06M 0.0% n/c 1 SEC ↗
17 UBS Group AG 195.37K — $5.94M 0.0% n/c 1 SEC ↗ ×3
18 Two Sigma Investments ✦ 164.35K +7.7% $4.99M 0.0% ▲ Add 7 SEC ↗
19 Millennium Management ✦ 146.80K -41.6% $4.46M 0.0% ▼ Trim 7 SEC ↗
20 AQR Capital Management ✦ 141.78K -0.2% $4.31M 0.0% ▼ Trim 7 SEC ↗ ×6
21 Principal Financial Group Inc 134.72K — $4.09M 0.0% n/c 1 SEC ↗ ×2
22 Arrowstreet Capital ✦ 133.97K -3.2% $4.07M 0.0% ▼ Trim 7 SEC ↗
23 Bank Of America Corp /De/ 118.06K — $3.59M 0.0% n/c 1 SEC ↗ ×5
24 Citadel Advisors ✦ 116.42K +31.0% $3.54M 0.0% ▲ Add 7 SEC ↗ ×2
25 Rhumbline Advisers 79.42K — $2.41M 0.0% n/c 1 SEC ↗
26 Legal & General Group Plc 75.26K — $2.29M 0.0% n/c 1 SEC ↗ ×3
27 Creative Planning 66.71K — $2.03M 0.0% n/c 1 SEC ↗
28 Mackenzie Financial Corp 64.68K — $1.99M 0.0% n/c 1 SEC ↗
29 Wells Fargo & Company/Mn 63.51K — $1.93M 0.0% n/c 1 SEC ↗ ×3
30 UBS AM, a distinct business unit of… 63.09K — $1.92M 0.0% n/c 1 SEC ↗ ×5
31 Nuveen, LLC 61.25K — $1.86M 0.0% n/c 1 SEC ↗ ×2
32 Swiss National Bank 55.82K — $1.70M 0.0% n/c 1 SEC ↗
33 Ameriprise Financial Inc 53.87K — $1.64M 0.0% n/c 1 SEC ↗
34 Fisher Asset Management ✦ 53.63K 0.0% $1.63M 0.0% Held 7 SEC ↗
35 Barclays Plc 51.59K — $1.57M 0.0% n/c 1 SEC ↗ ×2
36 Squarepoint Ops LLC 51.16K — $1.55M 0.0% n/c 1 SEC ↗
37 T. Rowe Price ✦ 49.93K +25.8% $1.52M 0.0% ▲ Add 7 SEC ↗
38 Prudential Financial Inc 41.62K — $1.26M 0.0% n/c 1 SEC ↗
39 Universal- Beteiligungs- und… 40.79K — $1.26M 0.0% n/c 1 SEC ↗
40 Captrust Financial Advisors 36.40K — $1.11M 0.0% n/c 1 SEC ↗
41 Alliancebernstein L.P. 34.62K — $1.05M 0.0% n/c 1 SEC ↗
42 California State Teachers… 26.54K — $806,672 0.0% n/c 1 SEC ↗
43 Deutsche Bank Ag\ 25.98K — $789,654 0.0% n/c 1 SEC ↗
44 Citigroup Inc 22.15K — $673,200 0.0% n/c 1 SEC ↗ ×3
45 Quantinno Capital Management LP 21.57K — $655,482 0.0% n/c 1 SEC ↗
46 LPL Financial LLC 17.25K — $524,145 0.0% n/c 1 SEC ↗
47 Tidal Investments LLC 14.79K — $449,620 0.0% n/c 1 SEC ↗
48 HighTower Advisors, LLC 13.88K — $421,877 0.0% n/c 1 SEC ↗
49 Janus Henderson Group Plc 13.53K — $411,102 0.0% n/c 1 SEC ↗
50 MIRAE ASSET GLOBAL ETFS HOLDINGS… 13.41K — $407,469 0.0% n/c 1 SEC ↗
51 Mariner, LLC 11.91K — $362,252 0.0% n/c 1 SEC ↗
52 Zurcher Kantonalbank (Zurich… 10.09K — $306,665 0.0% n/c 1 SEC ↗
53 New York State Common Retirement… 9.43K — $286,699 0.0% n/c 1 SEC ↗
54 Focus Partners Wealth 9.27K — $281,657 0.0% n/c 1 SEC ↗
55 Manufacturers Life Insurance… 9.06K — $275,455 0.0% n/c 1 SEC ↗
56 State Board Of Administration Of… 8.40K — $255,367 0.0% n/c 1 SEC ↗
57 Pnc Financial Services Group, Inc. 8.08K — $245,613 0.0% n/c 1 SEC ↗ ×3
58 Stifel Financial Corp 7.56K — $229,627 0.0% n/c 1 SEC ↗
59 Cwm, Llc 7.38K — $224,000 0.0% n/c 1 SEC ↗
60 Bnp Paribas Financial Markets 6.72K — $204,373 0.0% n/c 1 SEC ↗
61 Fidelity (FMR) ✦ 3.16K +7.5% $95,954 0.0% ▲ Add 3 SEC ↗ ×2
62 Russell Investments Group, Ltd. 2.60K — $78,922 0.0% n/c 1 SEC ↗ ×2
63 Ensign Peak Advisors, Inc 2.21K — $67,283 0.0% n/c 1 SEC ↗
64 Jones Financial Companies Lllp 1.57K — $47,703 0.0% n/c 1 SEC ↗
65 Mitsubishi UFJ Asset Management… 643 — $19,579 0.0% n/c 1 SEC ↗
66 BNP Paribas Asset Management… 496 — $15,000 0.0% n/c 1 SEC ↗
67 Us Bancorp \De\ 459 — $13,949 0.0% n/c 1 SEC ↗ ×2
68 Osaic Holdings, Inc. 459 — $13,946 0.0% n/c 1 SEC ↗
69 Rockefeller Capital Management L.P. 439 — $13,341 0.0% n/c 1 SEC ↗ ×2
70 Optiver Holding B.V. 122 — $3,708 0.0% n/c 1 SEC ↗
71 Fifth Third Bancorp 46 — $1,398 0.0% n/c 1 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 $415,219 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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Sep 11 Craddock John Mitchell Jr.

Officer · 415 sh · $13,284

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API