Southside Bancshares, Inc.
US ˙ NYSE ˙ US84470P1093

SecuritySBSI / Southside Bancshares, Inc.
InstitutionState Street Corp
Latest Disclosed Ownership1,293,618 shares
Latest Disclosed Value $ 40,218,584
State Street Corp reports 1.15% decrease in ownership of SBSI / Southside Bancshares, Inc.

On May 15, 2026 - State Street Corp filed a 13F-HR form disclosing ownership of 1,293,618 shares of Southside Bancshares, Inc. (US:SBSI) valued at $40,218,584 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,308,609 shares of Southside Bancshares, Inc.. This represents a change in shares of -1.15% during the quarter. The current value of the position is $42,598,841 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)
2026-05-15 2026-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,293,618 -14,991 -1.15 40,219 1.13 0.0014
2026-02-13 2025-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,308,609 7,706 0.59 39,769 8.21 0.0013
2025-11-14 2025-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,300,903 35,595 2.81 36,751 -1.31 0.0013
2025-08-14 2025-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,265,308 -3,287 -0.26 37,238 1.36 0.0014
2025-05-15 2025-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,268,595 -108,784 -7.90 36,739 -16.02 0.0015
2025-02-14 2024-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,377,379 119,832 9.53 43,746 4.06 0.0017
2024-11-14 2024-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,257,547 -24,832 -1.94 42,040 18.73 0.0017
2024-08-14 2024-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,282,379 -55,130 -4.12 35,406 -9.44 0.0015
2024-05-15 2024-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,337,509 22,490 1.71 39,095 -5.08 0.0017
2024-02-14 2023-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,315,019 58,246 4.63 41,186 14.19 0.0020
2023-11-14 2023-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,256,773 -69,335 -5.23 36,069 3.98 0.0020
2023-08-14 2023-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,326,108 60,183 4.75 34,691 -17.46 0.0018
2023-05-15 2023-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,265,925 18,379 1.47 42,029 -6.39 0.0024
2023-05-15 2022-12-31 13F/A-99 SOUTHSIDE BANCSHARES COM 84470P109 1,247,546 55,022 4.61 44,899 6.48 0.0026
2023-05-15 2022-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,247,546 55,022 44,899 0.0026
2022-11-15 2022-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,192,524 -68,392 -5.42 42,168 -10.63 0.0027
2022-08-15 2022-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,260,916 -18,626 -1.46 47,183 -9.69 0.0028
2022-05-16 2022-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,279,542 50,056 4.07 52,244 1.61 0.0026
2022-02-14 2021-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,229,486 -77,675 -5.94 51,417 2.73 0.0024
2021-11-15 2021-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,307,161 -43,001 -3.18 50,051 -3.03 0.0026
2021-08-16 2021-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,350,162 106,785 8.59 51,617 7.80 0.0027
2021-07-09 2021-03-31 13F/A-1 SOUTHSIDE BANCSHARES COM 84470P109 1,243,377 150,896 13.81 47,882 41.24 0.0027
2021-05-17 2021-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,243,377 150,896 47,882 0.0027
2021-02-16 2020-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,092,481 -20,022 -1.80 33,900 24.73 0.0021
2020-11-10 2020-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,112,503 -69,272 -5.86 27,178 -17.04 0.0019
2020-08-14 2020-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,181,775 37,619 3.29 32,759 -5.79 0.0024
2020-06-19 2020-03-31 13F/A-1 SOUTHSIDE BANCSHARES COM 84470P109 1,144,156 86,026 8.13 34,771 -11.52 0.0030
2020-05-11 2020-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,144,156 86,026 34,771 3,053.5939
2020-02-06 2019-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,058,130 48,141 4.77 39,299 14.07 0.0027
2019-11-14 2019-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,009,989 -40,799 -3.88 34,451 1.25 0.0026
2019-08-14 2019-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 1,050,788 -24,550 -2.28 34,025 -4.78 0.0025
2019-05-15 2019-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,075,338 -34,940 -3.15 35,733 1.37 0.0028
2019-02-12 2018-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 1,110,278 -14,275 -1.27 35,251 -9.91 0.0032
2018-11-09 2018-09-30 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 1,124,553 25,274 2.30 39,129 5.68 0.0030
2018-08-14 2018-06-30 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 1,099,279 81,683 8.03 37,025 4.75 0.0031
2018-05-15 2018-03-31 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 1,017,596 178,840 21.32 35,347 25.13 0.0030
2018-02-14 2017-12-31 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 838,756 39,710 4.97 28,248 -2.77 0.0023
2017-11-14 2017-09-30 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 799,046 -38,199 -4.56 29,052 -0.68 0.0025
2017-08-14 2017-06-30 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 837,245 -74,860 -8.21 29,250 -4.47 0.0026
2017-05-15 2017-03-31 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 912,105 246,458 37.03 30,620 22.12 0.0027
2017-02-09 2016-12-31 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 665,647 107,657 19.29 25,074 39.64 0.0024
2017-01-13 2016-09-30 13F/A-1 SOUTHSIDE BANCSHARES Common equity shares 84470P109 557,990 17,496 3.24 17,956 7.46 0.0018
2016-11-14 2016-09-30 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 557,990 17,956
2016-08-12 2016-06-30 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 540,494 -8,371 -1.53 16,709 16.79 0.0018
2016-05-20 2016-03-31 13F/A-1 SOUTHSIDE BANCSHARES Common equity shares 84470P109 548,865 -2,848 -0.52 14,307 7.93 0.0015
2016-05-12 2016-03-31 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 548,865 14,307
2016-02-16 2015-12-31 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 551,713 -446,977 -44.76 13,256 -51.83 0.0014
2015-11-16 2015-09-30 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 998,690 81,796 8.92 27,519 2.68 0.0032
2015-08-13 2015-06-30 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 916,894 -124,269 -11.94 26,801 -10.28 0.0029
2015-05-15 2015-03-31 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 1,041,163 150,118 16.85 29,872 15.95 0.0031
2015-02-11 2014-12-31 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 891,045 103,453 13.14 25,763 -1.62 0.0026
2014-11-12 2014-09-30 13F/A-1 SOUTHSIDE BANCSHARES Common equity shares 84470P109 787,592 464,399 143.69 26,187 179.78 0.0028
2014-11-10 2014-09-30 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 787,592 26,187
2014-08-12 2014-06-30 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 323,193 13,051 4.21 9,360 -3.85 0.0010
2014-05-15 2014-03-31 13F/A-1 SOUTHSIDE BANCSHARES Common equity shares 84470P109 310,142 -3,398 -1.08 9,735 13.59 0.0011
2014-05-13 2014-03-31 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 310,142 9,735
2014-02-06 2013-12-31 13F/A-1 SOUTHSIDE BANCSHARES Common equity shares 84470P109 313,540 -1,179 -0.37 8,570 1.49 0.0010
2014-02-06 2013-12-31 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 316,798 6,674
2013-11-12 2013-09-30 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 314,719 -1,490 -0.47 8,444 11.83 0.0010
2013-08-08 2013-06-30 13F SOUTHSIDE BANCSHARES Common equity shares 84470P109 316,209 316,209 7,551 0.0010
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.