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Southside Bancshares

184 hedge funds and large institutions have $530M invested in Southside Bancshares in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 65 increasing their positions, 61 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

2% more funds holding

Funds holding: 181184 (+3)

7% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 61

2% more capital invested

Capital invested by funds: $521M → $530M (+$9.48M)

0.35% more ownership

Funds ownership: 56.98%57.32% (+0.35%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $9.97M

Holders
184
Holders Change
+3
Holders Change %
+1.66%
% of All Funds
2.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
65
Reduced
61
Closed
14
Calls
Puts
$9.97M
Net Calls
-$9.97M
Net Calls Change
-$9.97M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$131M -$2.32M -73,236 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$43.1M +$238K +7,496 +0.5%
State Street
3
State Street
Massachusetts
$40.2M -$475K -14,991 -1%
VCM
4
Vanguard Capital Management
Pennsylvania
$38.5M +$39.2M +1,237,121 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$22.4M +$1.12M +35,313 +5%
VPM
6
Vanguard Portfolio Management
Pennsylvania
$18.3M +$18.7M +589,051 New
Renaissance Technologies
7
Renaissance Technologies
New York
$13.7M -$643K -20,300 -4%
Two Sigma Investments
8
Two Sigma Investments
New York
$12.3M +$7.31M +230,473 +140%
Charles Schwab
9
Charles Schwab
California
$12.1M -$507K -16,010 -4%
Goldman Sachs
10
Goldman Sachs
New York
$11M +$117K +3,691 +1%
American Century Companies
11
American Century Companies
Missouri
$10.7M -$169K -5,339 -2%
Northern Trust
12
Northern Trust
Illinois
$9.92M +$265K +8,372 +3%
Morgan Stanley
13
Morgan Stanley
New York
$8.86M +$682K +21,526 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8.11M -$178K -5,612 -2%
Invesco
15
Invesco
Georgia
$7.89M -$190K -5,981 -2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$7.83M -$49.1K -1,550 -0.6%
ProShare Advisors
17
ProShare Advisors
Maryland
$6.45M +$249K +7,858 +4%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$6.37M +$6.49M +204,750 New
VFT
19
Vanguard Fiduciary Trust
Pennsylvania
$5.56M +$5.67M +178,762 New
JP Morgan Chase
20
JP Morgan Chase
New York
$5.44M -$2.59M -81,720 -32%
AQR Capital Management
21
AQR Capital Management
Connecticut
$4.76M +$361K +11,398 +8%
BCM
22
Bridgeway Capital Management
Texas
$4.48M +$2.62M +82,731 +135%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.22M +$35.5K +1,119 +0.8%
Bank of America
24
Bank of America
North Carolina
$3.9M +$231K +7,274 +6%
TAM
25
Third Avenue Management
New York
$3.63M

SBSI Hedge Fund Activity: Q1 2026 in Review

184 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Southside Bancshares (SBSI) for Q1 2026, worth a combined $530M — up 1.8% from $521M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SBSI positions and 14 closed out — a net gain of 8 holders — while 65 added to existing stakes and 61 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $7.31M. The largest seller was UBS Group, cutting an estimated $3.3M.

  • 184 institutional investors held Southside Bancshares (SBSI) as of Q1 2026, up from 181 in Q4 2025.
  • Funds reported $530M of Southside Bancshares stock for Q1 2026, up 1.8% quarter-over-quarter.
  • 22 funds opened new Southside Bancshares positions in Q1 2026 and 14 closed out, a net change of +8 holders.
  • The largest Southside Bancshares buyer in Q1 2026 was Two Sigma Investments, an estimated $7.31M added.
  • The largest Southside Bancshares seller in Q1 2026 was UBS Group, an estimated $3.3M sold.

Based on aggregated 13F filings for Q1 2026.