SBSI
SOUTHSIDE BANCSHARES, INC.Marquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $29 | $32 | +12% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $28 | $32 | +13% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $28 | $32 | +13% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $28 | $32 | +13% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $28 | $32 | +13% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw | Q3 2024 | Q4 2025 | → $28 | -2% |
| Point72 Asset Management 2× in & out | Q3 2025 | Q4 2025 | → $28 | -5% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at SOUTHSIDE BANCSHARES INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 9, 2026 — the most recent Form 4 on file — not from today.
- Form 40002100129-26-000004Jun 9, 2026
- Form 40002100129-26-000003Jun 3, 2026
- Form 40001730380-26-000001Jun 3, 2026
- Form 40001217147-26-000001Jun 3, 2026
- Form 40001471436-26-000001Jun 3, 2026
- Form 40001721957-26-000001Jun 3, 2026
- Form 40002034308-26-000001Jun 3, 2026
- Form 40002096038-26-000001Jun 3, 2026
- Form 40001526003-26-000001Jun 3, 2026
- Form 40001217142-26-000001Jun 3, 2026
- Form 40002099821-26-000001Jun 3, 2026
- Form 40001804532-26-000002Jun 3, 2026
- Form 40001902812-26-000001Jun 3, 2026
- Form 40002020287-26-000001Jun 3, 2026
- Form 40001627865-26-000001Jun 3, 2026
Fundamentals
XBRL · SOUTHSIDE BANCSHARES, INC.Annual figures sourced directly from SOUTHSIDE BANCSHARES, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for SOUTHSIDE BANCSHARES INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 20, 2026
- 10-QQuarterly reportApr 30, 2026
- 8-KMaterial eventApr 30, 2026
- DEF 14AProxy statementMar 25, 2026
- 10-KAnnual reportFeb 27, 2026
- 8-KMaterial eventFeb 20, 2026
- 8-KMaterial eventJan 29, 2026
- 8-KMaterial eventJan 6, 2026
- 10-QQuarterly reportOct 28, 2025
- 8-KMaterial eventOct 24, 2025
- 8-KMaterial eventOct 16, 2025
- 8-KMaterial eventSep 18, 2025
- 8-KFORM 8-KAug 14, 2025
- 8-KFORM 8-KAug 8, 2025
- 8-KMaterial eventAug 5, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q3 2025 | Q4 2025 | $29 | $28 | -5% |
| Citadel Advisors | Q3 2024 | open | $28 | $32 | +13% |
| Two Sigma Investments | Q3 2024 | open | $28 | $32 | +13% |
| D.E. Shaw | Q3 2024 | Q4 2025 | $28 | $28 | -2% |
| AQR Capital Management | Q3 2024 | open | $28 | $32 | +13% |
| Millennium Management | Q3 2024 | open | $28 | $32 | +13% |
| Point72 Asset Management | Q3 2024 | Q1 2025 | $28 | $29 | +2% |
| Renaissance Technologies | Q3 2024 | open | $29 | $32 | +12% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.