Southside Bancshares, Inc.
US ˙ NYSE ˙ US84470P1093

SecuritySBSI / Southside Bancshares, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,384,745 shares
Latest Disclosed Value $ 43,051,002
Dimensional Fund Advisors Lp reports 0.54% increase in ownership of SBSI / Southside Bancshares, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,384,745 shares of Southside Bancshares, Inc. (US:SBSI) valued at $43,051,722 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,377,249 shares of Southside Bancshares, Inc.. This represents a change in shares of 0.54% during the quarter. The current value of the position is $45,904,297 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,384,745 7,496 0.54 43,051 2.86 0.0019
2026-02-12 2025-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,377,249 -5,274 -0.38 41,856 7.17 0.0088
2025-11-12 2025-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,382,523 5,237 0.38 39,056 -3.64 0.0084
2025-08-12 2025-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,377,286 3,152 0.23 40,534 1.86 0.0094
2025-05-13 2025-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,374,134 54,218 4.11 39,794 -5.07 0.0099
2025-02-13 2024-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,319,916 49,565 3.90 41,921 -1.29 0.0101
2024-11-07 2024-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,270,351 103,415 8.86 42,467 31.81 0.0103
2024-08-09 2024-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,166,936 -28,941 -2.42 32,218 -7.83 0.0084
2024-05-10 2024-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,195,877 -37,657 -3.05 34,955 -9.53 0.0095
2024-02-07 2023-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,233,534 -5,025 -0.41 38,636 8.69 0.0113
2023-11-09 2023-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,238,559 -75,018 -5.71 35,547 3.44 0.0117
2023-08-09 2023-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,313,577 -3,782 -0.29 34,364 -21.43 0.0110
2023-05-12 2023-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,317,359 36,889 2.88 43,736 94,976.09 0.0147
2023-02-09 2022-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,280,470 9,521 0.75 46 -99.90 0.0136
2022-11-10 2022-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,270,949 -2,142 -0.17 44,942 -5.66 0.0173
2022-08-12 2022-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,273,091 10,320 0.82 47,638 -7.60 0.0171
2022-05-13 2022-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,262,771 12,168 0.97 51,559 -1.42 0.0159
2022-02-09 2021-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,250,603 17,665 1.43 52,300 10.78 0.0158
2021-11-12 2021-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,232,938 -41,933 -3.29 47,210 -3.14 0.0152
2021-08-12 2021-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,274,871 -35,204 -2.69 48,738 -3.50 0.0154
2021-05-14 2021-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,310,075 -81,796 -5.88 50,505 16.94 0.0167
2021-03-08 2020-12-31 13F/A-2 SOUTHSIDE BANCSHARES COM 84470P109 1,391,871 -54,631 -3.78 43,190 22.22 0.0156
2021-02-11 2020-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,391,871 -54,631 43,190 15,597.9323
2020-11-12 2020-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,446,502 -69,823 -4.60 35,338 -15.93 0.0150
2020-08-13 2020-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,516,325 -55,982 -3.56 42,032 -12.03 0.0185
2020-05-14 2020-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,572,307 -50,180 -3.09 47,781 -20.71 0.0249
2020-02-14 2019-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,622,487 -14,736 -0.90 60,259 7.90 0.0220
2019-11-12 2019-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,637,223 -5,225 -0.32 55,846 5.01 0.0217
2019-08-13 2019-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,642,448 12,514 0.77 53,182 -1.81 0.0206
2019-08-12 2019-03-31 13F/A-2 SOUTHSIDE BANCSHARES COM 84470P109 1,629,934 -1,717 -0.11 54,163 4.55 0.0216
2019-05-10 2019-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,629,934 -1,717 54,163
2019-02-26 2018-12-31 13F/A-1 SOUTHSIDE BANCSHARES COM 84470P109 1,631,651 67,337 4.30 51,805 -4.84 0.0235
2019-02-13 2018-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,631,651 67,337 51,805
2018-11-13 2018-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,564,314 21,313 1.38 54,438 4.75 0.0207
2018-08-10 2018-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,543,001 161,364 11.68 51,968 8.27 0.0207
2018-05-11 2018-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,381,637 -5,069 -0.37 47,998 2.77 0.0200
2018-02-12 2017-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,386,706 12,699 0.92 46,705 -6.51 0.0194
2017-11-13 2017-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,374,007 75,241 5.79 49,958 10.09 0.0218
2017-08-11 2017-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,298,766 82,423 6.78 45,379 11.13 0.0210
2017-05-12 2017-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,216,343 153,221 14.41 40,833 1.96 0.0195
2017-02-09 2016-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,063,122 60,290 6.01 40,048 24.10 0.0200
2016-11-10 2016-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,002,832 43,447 4.53 32,271 8.79 0.0174
2016-08-09 2016-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 959,385 105,376 12.34 29,664 33.24 0.0171
2016-05-13 2016-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 854,009 71,287 9.11 22,264 18.42 0.0133
2016-02-10 2015-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 782,722 948 0.12 18,801 -12.71 0.0117
2015-11-13 2015-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 781,774 19,212 2.52 21,538 -3.37 0.0141
2015-08-14 2015-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 762,562 41,334 5.73 22,290 7.72 0.0136
2015-05-14 2015-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 721,228 -19,303 -2.61 20,692 -3.35 0.0131
2015-02-06 2014-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 740,531 178,466 31.75 21,409 14.55 0.0141
2014-11-13 2014-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 562,065 -4,367 -0.77 18,689 13.93 0.0132
2014-08-08 2014-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 566,432 39,267 7.45 16,404 -0.83 0.0114
2014-05-14 2014-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 527,165 -2,009 -0.38 16,542 14.34 0.0124
2014-02-12 2013-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 529,174 11,599 2.24 14,468 4.23 0.0113
2013-11-13 2013-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 517,575 923 0.18 13,881 12.51 0.0120
2013-08-15 2013-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 516,652 516,652 12,338 0.0116
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.