Form 13-F position report

SOUTHSIDE BANCSHARES INC

Reported by NORTHERN TRUST CORPORATION

SBSI CUSIP 84470P109 Manager CIK 0000073124

Reported 351,481 shares, up 3,632 (1.0%) from the prior quarter.

Reported value 10.3%; share count 1.0% vs. the prior quarter.

Added
% of reported 13F value < 0.01% This manager · Q4 2023
Shares 351,481 Quarter-end amount reported
Reported value $11,008,386 Fair value at quarter end
Consecutive quarters held 43 Through Q4 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 16920000
2021-12-31 18127000
2022-03-31 16971000
2022-06-30 15334000
2022-09-30 14180000
2022-12-31 14593117
2023-03-31 13000024
2023-06-30 10199077
2023-09-30 9983266
2023-12-31 11008386
2024-03-31 8886621
2024-06-30 8338497
2024-09-30 10066943
2024-12-31 10121880
2025-03-31 8792314
2025-06-30 9773528
2025-09-30 9244445
2025-12-31 9446854
2026-03-31 9924736
2026-06-30 12061760

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for SOUTHSIDE BANCSHARES INC held by NORTHERN TRUST CORPORATION.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 342,761 +23,535 (7.4%) < 0.01% $12,061,760 2026-08-13
Q1 2026 Added 319,226 +8,372 (2.7%) < 0.01% $9,924,736 2026-05-14
Q4 2025 Reduced 310,854 -16,383 (-5.0%) < 0.01% $9,446,854 2026-02-17
Q3 2025 Reduced 327,237 -4,857 (-1.5%) < 0.01% $9,244,445 2025-11-14
Q2 2025 Added 332,094 +28,492 (9.4%) < 0.01% $9,773,528 2025-08-13
Q1 2025 Reduced 303,602 -15,097 (-4.7%) < 0.01% $8,792,314 2025-05-13
Q4 2024 Added 318,699 +17,564 (5.8%) < 0.01% $10,121,880 2025-02-14
Q3 2024 Reduced 301,135 -875 (-0.3%) < 0.01% $10,066,943 2024-11-13
Q2 2024 Reduced 302,010 -2,014 (-0.7%) < 0.01% $8,338,497 2024-08-14
Q1 2024 Reduced 304,024 -47,457 (-13.5%) < 0.01% $8,886,621 2024-05-14
Q4 2023 Added 351,481 +3,632 (1.0%) < 0.01% $11,008,386 2024-02-13
Q3 2023 Reduced 347,849 -42,024 (-10.8%) < 0.01% $9,983,266 2023-11-13
Q2 2023 Reduced 389,873 -1,694 (-0.4%) < 0.01% $10,199,077 2023-08-11
Q1 2023 Reduced 391,567 -13,910 (-3.4%) < 0.01% $13,000,024 2023-05-15
Q4 2022 Added 405,477 +4,464 (1.1%) < 0.01% $14,593,117 2023-02-13
Q3 2022 Reduced 401,013 -8,794 (-2.1%) < 0.01% $14,180,000 2022-11-14
Q2 2022 Reduced 409,807 -5,852 (-1.4%) < 0.01% $15,334,000 2022-08-12
Q1 2022 Reduced 415,659 -17,756 (-4.1%) < 0.01% $16,971,000 2022-05-13
Q4 2021 Reduced 433,415 -8,462 (-1.9%) < 0.01% $18,127,000 2022-02-08
Q3 2021 Reduced 441,877 -12,480 (-2.7%) < 0.01% $16,920,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

171 managers reported SOUTHSIDE BANCSHARES INC for Q4 2023.

Managers reporting SOUTHSIDE BANCSHARES INC in Q4 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 4,443,124 +87,598 < 0.01% $139,158,644 43 qtrs
VANGUARD GROUP INC Added 2,162,164 +16,275 < 0.01% $67,718,976 43 qtrs
STATE STREET CORPORATION Added 1,315,019 +58,246 < 0.01% $41,186,395 43 qtrs
DIMENSIONAL FUND ADVISORS LP Reduced 1,233,534 -5,025 0.01% $38,635,786 43 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 629,982 +16,633 < 0.01% $19,733,184 43 qtrs
RENAISSANCE TECHNOLOGIES LLC Reduced 511,285 -60,000 0.02% $16,013,000 43 qtrs
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added 363,825 +15,470 < 0.01% $11,394,999 43 qtrs
NORTHERN TRUST CORPORATION This report Added 351,481 +3,632 < 0.01% $11,008,386 43 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Reduced 344,513 -56,374 < 0.01% $10,790,140 43 qtrs
The Goldman Sachs Group Inc Added 286,510 +121,194 < 0.01% $8,973,494 43 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2023
Filed
February 13, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
9,811
Shared
341,670
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.