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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
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$281K +$52.5K +1,656 +22%
P
102
&Partners
Tennessee
$273K +$1.36K +43 +0.5%
CIA
103
Concurrent Investment Advisors
Florida
$268K +$273K +8,614 New
CRC
104
Curi RMB Capital
Illinois
$263K +$4.72K +149 +2%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$261K
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$260K +$8.72K +275 +3%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$252K -$30.6K -966 -11%
AB
108
Amalgamated Bank
New York
$251K -$5.74K -181 -2%
PFSRSONJ
109
Police & Firemen's Retirement System of New Jersey
New Jersey
$249K
ASRS
110
Arizona State Retirement System
Arizona
$244K -$3.52K -111 -1%
SFI
111
Susquehanna Fundamental Investments
Pennsylvania
$243K +$248K +7,811 New
Stifel Financial
112
Stifel Financial
Missouri
$235K +$63 +2 +0%
YCM
113
Yousif Capital Management
Michigan
$231K -$5.64K -178 -2%
ACA
114
Ackerman Capital Advisors
Texas
$231K
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$231K +$236K +7,433 New
SG Americas Securities
116
SG Americas Securities
New York
$225K -$177K -5,600 -44%
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$223K
IIM
118
INTECH Investment Management
Florida
$223K -$98.5K -3,108 -30%
Public Employees Retirement Association of Colorado
119
Public Employees Retirement Association of Colorado
Colorado
$221K
COPPSERS
120
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$215K -$2.79K -88 -1%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$208K -$1.2K -38 -0.6%
OPERF
122
Oregon Public Employees Retirement Fund
Oregon
$199K -$3.17K -100 -2%
KK
123
KLP Kapitalforvaltning
Norway
$190K
LFG
124
Larson Financial Group
Missouri
$158K +$285 +9 +0.2%
ASN
125
Advisory Services Network
Georgia
$144K +$147K +4,625 New

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.