Security record · archived quarter
SBSI
Southside Bancshares, Inc. · Financial Services · Banks - Regional
78Tracked holders
+7Δ holders
14.79MShares held
$459.82MReported value
+7New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +9.9% ·
share flow +1.1% ·
net new positions +9.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 4.20M | -1.7% | $130.62M | 0.0% | ▼ Trim | 4 | SEC ↗ ×14 |
| 2 | Dimensional Fund Advisors Lp | 1.38M | +0.5% | $43.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 1.29M | -1.1% | $40.22M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 1.24M | n/a | $38.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 721.41K | +5.2% | $22.43M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Renaissance Technologies ✦ | 440.15K | -4.4% | $13.68M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 394.82K | +140.2% | $12.27M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 8 | Charles Schwab Investment… | 389.87K | -3.9% | $12.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 355.40K | +1.1% | $11.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | American Century Companies Inc | 343.33K | -1.5% | $10.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Northern Trust Corp | 319.23K | +2.7% | $9.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 12 | Morgan Stanley ✦ | 284.89K | +8.2% | $8.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 13 | Royal Bank Of Canada | 260.93K | -2.1% | $8.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Invesco Ltd. | 253.92K | -2.3% | $7.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 15 | Bank of New York Mellon Corp | 251.76K | -0.6% | $7.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 16 | ProShare Advisors LLC | 207.36K | +3.9% | $6.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Hotchkis & Wiley Capital Management… | 204.75K | New | $6.37M | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 177.26K | -31.6% | $5.44M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | AQR Capital Management ✦ | 153.18K | +8.0% | $4.76M | 0.0% | ▲ Add | 8 | SEC ↗ ×7 |
| 20 | Principal Financial Group Inc | 135.84K | +0.8% | $4.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Bank Of America Corp /De/ | 125.34K | +6.2% | $3.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Arrowstreet Capital ✦ | 115.13K | -14.1% | $3.58M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 95.06K | -18.4% | $2.96M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 24 | UBS Group AG | 91.39K | -53.2% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Rhumbline Advisers | 80.57K | +1.4% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mackenzie Financial Corp | 72.73K | +12.4% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 70.96K | +31.7% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Legal & General Group Plc | 65.82K | -12.5% | $2.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | UBS AM, a distinct business unit of… | 64.39K | +2.0% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 30 | Creative Planning | 63.86K | -4.3% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Nuveen, LLC | 61.66K | +0.7% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Millennium Management ✦ | 58.04K | -60.5% | $1.80M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 33 | T. Rowe Price ✦ | 57.47K | +15.1% | $1.79M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 34 | Swiss National Bank | 55.82K | 0.0% | $1.74M | 0.0% | Held | 2 | SEC ↗ |
| 35 | Fisher Asset Management ✦ | 53.63K | 0.0% | $1.67M | 0.0% | Held | 8 | SEC ↗ |
| 36 | Jane Street Group, Llc | 47.30K | New | $1.47M | 0.0% | New | 1 | SEC ↗ ×2 |
| 37 | Wells Fargo & Company/Mn | 42.72K | -32.7% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 38 | Prudential Financial Inc | 41.38K | -0.6% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Universal- Beteiligungs- und… | 39.22K | -3.8% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 37.88K | +75.6% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Captrust Financial Advisors | 31.13K | -14.5% | $967,763 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 30.12K | +15.9% | $936,462 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Alliancebernstein L.P. | 28.14K | -18.7% | $855,175 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | California State Teachers… | 26.33K | -0.8% | $818,569 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Squarepoint Ops LLC | 21.95K | -57.1% | $682,426 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Sei Investments Co | 20.60K | New | $640,384 | 0.0% | New | 1 | SEC ↗ ×2 |
| 47 | Franklin Resources Inc | 18.35K | New | $570,627 | 0.0% | New | 1 | SEC ↗ ×3 |
| 48 | Citigroup Inc | 17.56K | -20.7% | $545,909 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Fifth Third Bancorp | 16.54K | +35847.8% | $514,104 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | HighTower Advisors, LLC | 16.25K | +17.1% | $505,185 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | LPL Financial LLC | 16.02K | -7.1% | $498,018 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Susquehanna International Group, Llp | 15.97K | New | $496,383 | 0.0% | New | 1 | SEC ↗ |
| 53 | Tidal Investments LLC | 15.27K | +3.2% | $474,651 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Zurcher Kantonalbank (Zurich… | 14.16K | +40.3% | $440,203 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Mariner, LLC | 13.61K | +14.3% | $423,102 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 13.58K | +1.3% | $422,295 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Janus Henderson Group Plc | 13.53K | 0.0% | $420,439 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Barclays Plc | 11.86K | -77.0% | $368,697 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 59 | Hrt Financial Lp | 11.32K | New | $351,000 | 0.0% | New | 1 | SEC ↗ |
| 60 | Focus Partners Wealth | 11.27K | +21.6% | $350,387 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | New York State Common Retirement… | 9.43K | 0.0% | $293,303 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Cwm, Llc | 9.04K | +22.4% | $280,991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | State Board Of Administration Of… | 8.40K | 0.0% | $261,249 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 8.36K | +3.4% | $259,819 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 65 | Manufacturers Life Insurance… | 8.10K | -10.7% | $251,767 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Stifel Financial Corp | 7.56K | 0.0% | $234,994 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Mercer Global Advisors Inc /Adv | 7.43K | New | $231,104 | 0.0% | New | 1 | SEC ↗ |
| 68 | Bnp Paribas Financial Markets | 6.69K | -0.6% | $207,899 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Russell Investments Group, Ltd. | 2.42K | -6.7% | $75,300 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | Fidelity (FMR) ✦ | 2.38K | -24.6% | $73,976 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 71 | Ensign Peak Advisors, Inc | 2.21K | 0.0% | $68,833 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Rockefeller Capital Management L.P. | 2.17K | +393.2% | $67,311 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 73 | Jones Financial Companies Lllp | 1.58K | +0.8% | $48,136 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | BNP Paribas Asset Management… | 863 | +74.0% | $26,831 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Mitsubishi UFJ Asset Management… | 643 | 0.0% | $19,991 | 0.0% | Held | 2 | SEC ↗ |
| 76 | Us Bancorp \De\ | 450 | -2.0% | $13,990 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 77 | Osaic Holdings, Inc. | 385 | -16.1% | $11,968 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Optiver Holding B.V. | 82 | -32.8% | $2,549 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Hotchkis & Wiley Capital… | $6.37M | 0.0% |
| Jane Street Group, Llc | $1.47M | 0.0% |
| Sei Investments Co | $640,384 | 0.0% |
| Franklin Resources Inc | $570,627 | 0.0% |
| Susquehanna International… | $496,383 | 0.0% |
| Hrt Financial Lp | $351,000 | 0.0% |
| Mercer Global Advisors Inc… | $231,104 | 0.0% |
Exited
| No tracked exits this quarter. |
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.
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: Q1 2026 ·
Methodology ·
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