Southside Bancshares Inc: which funds bought and sold

Institutions that bought and sold Southside Bancshares shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 102 institutions that filed 13F reports for both quarters added to or opened positions in Southside Bancshares, and 62 cut or closed them. Together they added a net 20K shares, +0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 12K shares (+0.5%); index fund managers were net sellers of 46K shares (−0.5%). 21 opened a new position and 9 sold out entirely.

Bought, Q2 2026 102 institutions, 21 of them new holders Sold, Q2 2026 62 institutions, 9 of them sold out

Net change, all compared +20K shares (+0.1%)

Net change, active managers +12K shares (+0.5%), 11 bought, 8 sold

Buyers versus sellers

institutions compared, 199

102 bought 35 62 sold

Active managers and hedge funds 11 bought · 8 sold · +12K

Index fund managers 7 bought · 4 sold · −46K

Other institutions 84 bought · 50 sold · +54K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Mackenzie Financial Corp	+75K +103.1%	148K	$5.2M
Blackrock, Inc. Index funds	+70K +1.7%	4.3M	$150M
Vanguard Portfolio Management LLC Index funds	+41K +7.0%	630K	$22.2M
AQR Capital Management LLC Hedge fund	+35K +23.1%	189K	$6.6M
State Street Corp Index funds	+35K +2.7%	1.3M	$46.7M
Nuveen, LLC	+25K +40.0%	86K	$3M
Northern Trust Corp Index funds	+24K +7.4%	343K	$12.1M
Dimensional Fund Advisors LP	+22K +1.6%	1.4M	$49.5M
Y-Intercept (Hong Kong) Ltd	+21K New position	21K	$748,526
Price T Rowe Associates Inc Active manager	+17K +29.6%	74K	$2.6M
Geode Capital Management, LLC Index funds	+17K +2.3%	738K	$26M
Wells Fargo & Company	+16K +37.2%	59K	$2.1M
Zurcher Kantonalbank (Zurich Cantonalbank)	+15K +105.0%	29K	$1M
Russell Investments Group, Ltd.	+13K +549.9%	16K	$553,890
Empowered Funds, LLC	+13K +13.1%	113K	$4M
Vanguard Capital Management LLC Index funds	+11K +0.9%	1.2M	$43.9M
Millennium Management LLC Hedge fund	+10K +17.6%	68K	$2.4M
Bank Of New York Mellon Corp	+10K +4.0%	262K	$9.2M
Quantinno Capital Management LP	+9,970 +26.3%	48K	$1.7M
Quantbot Technologies LP Hedge fund	+9,895 New position	9,895	$348,205

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+35K +23.1%	189K	$6.6M
Price T Rowe Associates Inc Active manager	+17K +29.6%	74K	$2.6M
Millennium Management LLC Hedge fund	+10K +17.6%	68K	$2.4M
Quantbot Technologies LP Hedge fund	+9,895 New position	9,895	$348,205
Bridgeway Capital Management, LLC Active manager	+7,566 +5.3%	152K	$5.3M
Neuberger Berman Group LLC Active manager	+7,188 New position	7,188	$252,945
Alliancebernstein L.P. Active manager	+6,450 +22.9%	35K	$1.1M
Arrowstreet Capital, Limited Partnership Hedge fund	+5,497 +4.8%	121K	$4.2M
Hotchkis & Wiley Capital Management LLC Active manager	+1,400 +0.7%	206K	$7.3M
FMR LLC Active manager	+1,184 +49.8%	3,563	$125,375

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Proshare Advisors LLC Index funds	−207K Sold out	0	—
Goldman Sachs Group Inc	−100K −28.2%	255K	$9M
Morgan Stanley	−55K −19.3%	230K	$8.1M
Jane Street Group, LLC	−47K Sold out	0	—
Two Sigma Investments, LP Hedge fund	−46K −11.7%	348K	$12.3M
Charles Schwab Investment Management Inc Index funds	−29K −7.6%	360K	$12.7M
Renaissance Technologies LLC Hedge fund	−21K −4.8%	419K	$14.7M
Susquehanna International Group, LLP	−16K Sold out	0	—
Tidal Investments LLC	−15K Sold out	0	—
Jpmorgan Chase & Co	−15K −8.3%	163K	$5.7M
UBS Group AG	−13K −14.7%	78K	$2.7M
Citadel Advisors LLC Hedge fund	−10K −10.8%	85K	$3M
Rhumbline Advisers Index funds	−9,987 −12.4%	71K	$2.5M
Sei Investments Co	−5,843 −28.4%	15K	$519,168
Rafferty Asset Management, LLC Index funds	−5,365 −39.7%	8,135	$286,271
Legal & General Group PLC	−5,122 −7.8%	61K	$2.1M
Pinnacle Wealth Management Advisory Group, LLC	−4,911 −36.0%	8,718	$306,786
Advisory Services Network, LLC	−4,625 Sold out	0	—
State Of Alaska, Department Of Revenue	−4,582 −30.5%	10K	$366,000
American Century Companies Inc Active manager	−4,440 −1.3%	339K	$11.9M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	−46K −11.7%	348K	$12.3M
Renaissance Technologies LLC Hedge fund	−21K −4.8%	419K	$14.7M
Citadel Advisors LLC Hedge fund	−10K −10.8%	85K	$3M
American Century Companies Inc Active manager	−4,440 −1.3%	339K	$11.9M
Royce & Associates LP Active manager	−3,738 −7.9%	43K	$1.5M
Wedge Capital Management L L P Active manager	−3,153 −11.1%	25K	$885,275
Intech Investment Management LLC Active manager	−997 −13.9%	6,163	$216,876
Squarepoint Ops LLC Hedge fund	−739 −3.4%	21K	$746,415

New positions

largest by value

Institution	Shares	Value June 30, 2026
Y-Intercept (Hong Kong) Ltd	21K	$748,526
Quantbot Technologies LPHedge fund	9,895	$348,205
Odyssean, LLC	9,226	$324,663
Ameritas Advisory Services, LLC	9,186	$323,255
Xtx Topco Ltd	9,092	$319,947
Steward Partners Investment Advisory, LLC	8,770	$308,632
Bailard, Inc.	7,500	$263,925
Neuberger Berman Group LLCActive manager	7,188	$252,945
Wealth Enhancement Advisory Services, LLC	7,341	$252,164
Voya Investment Management LLC	6,684	$235,210

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Proshare Advisors LLCIndex funds	207K	$6.4M
Jane Street Group, LLC	47K	$1.5M
Susquehanna International Group, LLP	16K	$496,383
Tidal Investments LLC	15K	$474,651
Advisory Services Network, LLC	4,625	$143,791
Quadrant Capital Group LLC	2,738	$85,125
Mai Capital Management	70	$2,177
Root Financial Partners, LLC	34	$1,057
Twin Peaks Wealth Advisors, LLC	23	$715

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 193
Ten largest holders: 65.0%
Index fund managers: 53.8%
Active managers and hedge funds: 13.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	11	8	2	0	+12K	+0.5%
Index fund managers	7	4	0	1	−46K	−0.5%
Other institutions	84	50	19	8	+54K	+1.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Southside Bancshares.

Only managers that filed a holdings report for both quarters are compared (199 here). 7 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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