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Southside Bancshares Inc (SBSI)

CUSIP: 84470P109 | NYSE | Financial Services · Banks - Regional | Small Cap | 549 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,476,585
0.0% of portfolio›$44.4M
Bank of New York Mellon Corp262,331
0.0% of portfolio›$7.9M
Principal Financial Group Inc135,650
0.0% of portfolio›$4.1M
MacKenzie Financial Corp109,300
0.0% of portfolio›$3.3M
Parkway Wealth Management Group, LLC73,339
0.3% of portfolio›$2.2M
Polaris Capital Management, LLC70,158
0.2% of portfolio›$2.1M
Creative Planning65,270
0.0% of portfolio›$2.0M
Kestrel Investment Management Corp65,000
1.1% of portfolio›$2.0M
State of New Jersey Common Pension Fund D48,339
0.0% of portfolio›$1.5M
Pinnacle Associates LTD43,398
0.0% of portfolio›$1.3M
Wedge Capital Management L L P32,536
0.0% of portfolio›$978.7K
Solutions 4 Wealth, Ltd24,242
0.9% of portfolio›$729.2K
Hennion & Walsh Asset Management, Inc.21,357
0.0% of portfolio›$642.4K
Thrivent Financial for Lutherans18,011
0.0% of portfolio›$542
Fifth Third Bancorp17,440
0.0% of portfolio›$524.6K
Citigroup Inc16,426
0.0% of portfolio›$494.1K
Illinois Municipal Retirement Fund14,807
0.0% of portfolio›$445.4K
Louisiana State Employees Retirement System12,100
0.0% of portfolio›$364.0K
Strs Ohio11,600
0.0% of portfolio›$348.9K
Redwood Family Wealth LLC11,192
0.3% of portfolio›$336.7K
Bill Few Associates, Inc.10,926
0.1% of portfolio›$328.7K
Naples Global Advisors, LLC10,709
0.0% of portfolio›$322.1K
Gibson Wealth Advisors LLC9,856
0.2% of portfolio›$296.5K
Jamison Private Wealth Management, Inc.9,092
0.0% of portfolio›$273.5K
Pinnacle Wealth Management Advisory Group, LLC8,742
0.0% of portfolio›$263.0K
Arizona State Retirement System7,959
0.0% of portfolio›$239.4K
Ackerman Capital Advisors, LLC7,438
0.0% of portfolio›$223.7K
Amalgamated Bank7,362
0.0% of portfolio›$221
Vise Technologies, Inc.7,323
0.0% of portfolio›$220.3K
Yousif Capital Management, LLC7,081
0.0% of portfolio›$213.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,672
0.0% of portfolio›$200.7K
Oregon Public Employees Retirement Fund6,310
0.0% of portfolio›$189.8K
State of Alaska, Department of Revenue5,987
0.0% of portfolio›$179
Moisand Fitzgerald Tamayo, LLC3,807
0.0% of portfolio›$114.5K
Farther Finance Advisors, LLC3,004
0.0% of portfolio›$90.4K
Nisa Investment Advisors, LLC2,723
0.0% of portfolio›$81.9K
Gamma Investing LLC2,525
0.0% of portfolio›$76.0K
Hilltop National Bank2,278
0.0% of portfolio›$68.5K
Fortitude Family Office, LLC1,012
0.0% of portfolio›$30.4K
New York State Teachers Retirement System915
0.0% of portfolio›$28
Versant Capital Management, Inc693
0.0% of portfolio›$20.8K
Mitsubishi UFJ Asset Management Co., Ltd.643
0.0% of portfolio›$19.3K
Harbor Capital Advisors, Inc.636
0.0% of portfolio›$19
Pinnacle Wealth Planning Services, Inc.625
0.0% of portfolio›$18.8K
Sterling Capital Management LLC624
0.0% of portfolio›$18.8K
EverSource Wealth Advisors, LLC480
0.0% of portfolio›$14.4K
Signaturefd, LLC319
0.0% of portfolio›$9.6K
US Bancorp \de\305
0.0% of portfolio›$9.2K
Simplex Trading, LLC285
0.0% of portfolio›$8.6K
Parallel Advisors, LLC244
0.0% of portfolio›$7.3K
Salomon & Ludwin, LLC236
0.0% of portfolio›$7.1K
Essential Partners LLC164
0.0% of portfolio›$4.9K
SJS Investment Consulting Inc.162
0.0% of portfolio›$4.9K
Larson Financial Group LLC139
0.0% of portfolio›$4.2K
Parkside Financial Bank & Trust137
0.0% of portfolio›$4.1K
IFP Advisors, Inc120
0.0% of portfolio›$3.6K
Cassaday & Co Wealth Management LLC108
0.0% of portfolio›$3.2K
High Note Wealth, LLC96
0.0% of portfolio›$2.9K
Physician Wealth Advisors, Inc.92
0.0% of portfolio›$2.8K
GK Wealth Management LLC87
0.0% of portfolio›$2.6K
SBI Securities Co., Ltd.86
0.0% of portfolio›$2.6K
Bare Financial Services, Inc74
0.0% of portfolio›$2.2K
MassMutual Private Wealth & Trust, FSB71
0.0% of portfolio›$2.1K
James T. Borello RIA64
0.0% of portfolio›$1.9K
Cedar Mountain Advisors, LLC52
0.0% of portfolio›$1.6K
Root Financial Partners, LLC35
0.0% of portfolio›$1.1K
Farmers & Merchants Investments Inc29
0.0% of portfolio›$872
True Wealth Design, LLC23
0.0% of portfolio›$692
Financial Consulate, Inc15
0.0% of portfolio›$452
UMB Private Wealth Management, LLC13
0.0% of portfolio›$391
Caitong International Asset Management Co., Ltd12
0.0% of portfolio›$361
Silver Grove Financial Group, Inc.12
0.0% of portfolio›$361
Valley National Advisers Inc10
0.0% of portfolio›$301
Covestor Ltd8
0.0% of portfolio›$0
Assetmark, Inc4
0.0% of portfolio›$120
Hughes Financial Services, LLC1
0.0% of portfolio›$33
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,476,585$44.4M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
262,331$7.9M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
135,650$4.1M0.0%CoreLowDes Moines, IA2026-11-02
MacKenzie Financial Corp
109,300$3.3M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Parkway Wealth Management Group, LLC
73,339$2.2M0.3%ETFHighPlano, TX2026-10-20
Polaris Capital Management, LLC
70,158$2.1M0.2%Deep ValueLowBoston, MA2026-10-21
Creative Planning
65,270$2.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Kestrel Investment Management Corp
65,000$2.0M1.1%Deep ValueMediumSan Mateo, CA2026-11-02
State of New Jersey Common Pension Fund D
48,339$1.5M0.0%CoreLowTrenton, NJ2026-11-05
Pinnacle Associates LTD
43,398$1.3M0.0%CoreLowNew York, NY2026-10-20
Wedge Capital Management L L P
32,536$978.7K0.0%ValueMediumCharlotte, NC2026-10-13
Solutions 4 Wealth, Ltd
24,242$729.2K0.9%ETFMediumSouthlake, TX2026-11-03
Hennion & Walsh Asset Management, Inc.
21,357$642.4K0.0%ValueMediumParsippany, NJ2026-10-13
Thrivent Financial for Lutherans
18,011$5420.0%GARPMediumMinneapolis, MN2026-11-05
Fifth Third Bancorp
17,440$524.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Citigroup Inc
16,426$494.1K0.0%CoreMediumNew York, NY2026-11-04
Illinois Municipal Retirement Fund
14,807$445.4K0.0%CoreMediumOak Brook, IL2026-11-05
Louisiana State Employees Retirement System
12,100$364.0K0.0%IndexLowBaton Rouge, LA2026-10-20
Strs Ohio
11,600$348.9K0.0%CoreMediumColumbus, OH2026-10-30
Redwood Family Wealth LLC
11,192$336.7K0.3%GrowthLowPlano, TX2026-10-20
Bill Few Associates, Inc.
10,926$328.7K0.1%CoreVery LowSewickley, PA2026-10-09
Naples Global Advisors, LLC
10,709$322.1K0.0%CoreVery LowNaples, FL2026-11-05
Gibson Wealth Advisors LLC
9,856$296.5K0.2%ETFVery LowTyler, TX2026-10-20
Jamison Private Wealth Management, Inc.
9,092$273.5K0.0%GrowthVery LowMilton, GA2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
8,742$263.0K0.0%GrowthLowRed Bank, NJ2026-10-23
Arizona State Retirement System
7,959$239.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Ackerman Capital Advisors, LLC
7,438$223.7K0.0%ETFLowDallas, TX2026-10-30
Amalgamated Bank
7,362$2210.0%CoreVery LowNew York, NY2026-10-23
Vise Technologies, Inc.
7,323$220.3K0.0%IndexLowNew York, NY2026-10-29
Yousif Capital Management, LLC
7,081$213.0K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
6,672$200.7K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
6,310$189.8K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
5,987$1790.0%CoreVery LowJuneau, AK2026-10-15
Moisand Fitzgerald Tamayo, LLC
3,807$114.5K0.0%ETFVery LowOrlando, FL2026-10-15
Farther Finance Advisors, LLC
3,004$90.4K0.0%IndexLowSan Francisco, CA2026-10-08
Nisa Investment Advisors, LLC
2,723$81.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
2,525$76.0K0.0%IndexVery LowFoster City, CA2026-10-08
Hilltop National Bank
2,278$68.5K0.0%CoreLowCasper, WY2026-10-14
Fortitude Family Office, LLC
1,012$30.4K0.0%ETFMediumScottsdale, AZ2026-10-14
New York State Teachers Retirement System
915$280.0%CoreVery LowAlbany, NY2026-10-22
Versant Capital Management, Inc
693$20.8K0.0%GARPLowPhoenix, AZ2026-10-02
Mitsubishi UFJ Asset Management Co., Ltd.
643$19.3K0.0%IndexVery LowTokyo, Mexico2026-11-05
Harbor Capital Advisors, Inc.
636$190.0%ValueHighChicago, IL2026-10-22
Pinnacle Wealth Planning Services, Inc.
625$18.8K0.0%GARPLowMansfield, OH2026-10-27
Sterling Capital Management LLC
624$18.8K0.0%GARPMediumCharlotte, NC2026-10-22
EverSource Wealth Advisors, LLC
480$14.4K0.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
319$9.6K0.0%IndexLowAtlanta, GA2026-10-23
US Bancorp \de\
305$9.2K0.0%IndexLowMinneapolis, MN2026-11-05
Simplex Trading, LLC
285$8.6K0.0%CoreVery HighChicago, IL2026-11-04
Parallel Advisors, LLC
244$7.3K0.0%IndexLowSan Francisco, CA2026-11-03
Salomon & Ludwin, LLC
236$7.1K0.0%ETFVery LowRichmond, VA2026-10-29
Essential Partners LLC
164$4.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
162$4.9K0.0%ETFVery LowSylvania, OH2026-10-26
Larson Financial Group LLC
139$4.2K0.0%GrowthLowSt Louis, MO2026-11-05
Parkside Financial Bank & Trust
137$4.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
IFP Advisors, Inc
120$3.6K0.0%GrowthLowTampa, FL2026-10-16
Cassaday & Co Wealth Management LLC
108$3.2K0.0%ETFVery LowMclean, VA2026-10-27
High Note Wealth, LLC
96$2.9K0.0%ETFVery LowDeephaven, MN2026-10-27
Physician Wealth Advisors, Inc.
92$2.8K0.0%ETFMediumMidvale, UT2026-10-20
GK Wealth Management LLC
87$2.6K0.0%GARPVery HighReno, NV2026-10-09
SBI Securities Co., Ltd.
86$2.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bare Financial Services, Inc
74$2.2K0.0%ETFVery LowGap, PA2026-11-04
MassMutual Private Wealth & Trust, FSB
71$2.1K0.0%CoreLowSpringfield, MA2026-10-05
James T. Borello RIA
64$1.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Cedar Mountain Advisors, LLC
52$1.6K0.0%ETFVery LowLake Oswego, OR2026-10-15
Root Financial Partners, LLC
35$1.1K0.0%ETFMediumEncinitas, CA2026-10-21
Farmers & Merchants Investments Inc
29$8720.0%CoreVery LowLincoln, NE2026-10-22
True Wealth Design, LLC
23$6920.0%ETFMediumAkron, OH2026-10-13
Financial Consulate, Inc
15$4520.0%ETFLowHunt Valley, MD2026-10-23
UMB Private Wealth Management, LLC
13$3910.0%GrowthN/AKansas City, MO2026-10-19
Caitong International Asset Management Co., Ltd
12$3610.0%GrowthVery HighHong Kong, South Korea2026-10-29
Silver Grove Financial Group, Inc.
12$3610.0%CoreMediumOrchard Park, NY2026-11-05
Valley National Advisers Inc
10$3010.0%ETFLowBethlehem, PA2026-10-23
Covestor Ltd
8$00.0%ValueHighLondon, United Kingdom2026-10-30
Assetmark, Inc
4$1200.0%ETFLowConcord, CA2026-10-21
Hughes Financial Services, LLC
1$330.0%ETFLowHerndon, VA2026-10-30