SOUTHSIDE BANCSHARES INC
Reported by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Reported 287,543 shares, up 19,235 (7.2%) from the prior quarter.
Reported value 17.1%; share count 7.2% vs. the prior 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.
| Date | Holding Value |
|---|---|
| 2021-09-30 | 10274000 |
| 2021-12-31 | 12026000 |
| 2022-03-31 | 12057000 |
| 2022-06-30 | 11198000 |
| 2022-09-30 | 10545000 |
| 2022-12-31 | 11199332 |
| 2023-03-31 | 10662512 |
| 2023-06-30 | 8505558 |
| 2023-09-30 | 9997789 |
| 2023-12-31 | 11394999 |
| 2024-03-31 | 11388476 |
| 2024-06-30 | 9871072 |
| 2024-09-30 | 10884775 |
| 2024-12-31 | 9297041 |
| 2025-03-31 | 8295621 |
| 2025-06-30 | 9656012 |
| 2025-09-30 | 10413628 |
| 2025-12-31 | 12334602 |
| 2026-03-31 | 12120965 |
| 2026-06-30 | 12681948 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Reduced | 360,385 | -29,482 (-7.6%) | < 0.01% | $12,681,948 | 2026-08-14 | |
| Q1 2026 | Reduced | 389,867 | -16,010 (-3.9%) | < 0.01% | $12,120,965 | 2026-05-15 | |
| Q4 2025 | Added | 405,877 | +37,253 (10.1%) | < 0.01% | $12,334,602 | 2026-02-13 | |
| Q3 2025 | Added | 368,624 | +40,523 (12.4%) | < 0.01% | $10,413,628 | 2025-11-10 | |
| Q2 2025 | Added | 328,101 | +41,650 (14.5%) | < 0.01% | $9,656,012 | 2025-08-12 | |
| Q1 2025 | Reduced | 286,451 | -6,277 (-2.1%) | < 0.01% | $8,295,621 | 2025-05-09 | |
| Q4 2024 | Reduced | 292,728 | -32,871 (-10.1%) | < 0.01% | $9,297,041 | 2025-02-06 | |
| Q3 2024 | Reduced | 325,599 | -31,919 (-8.9%) | < 0.01% | $10,884,775 | 2024-11-12 | |
| Q2 2024 | Reduced | 357,518 | -32,098 (-8.2%) | < 0.01% | $9,871,072 | 2024-08-12 | |
| Q1 2024 | Added | 389,616 | +25,791 (7.1%) | < 0.01% | $11,388,476 | 2024-05-09 | |
| Q4 2023 | Added | 363,825 | +15,470 (4.4%) | < 0.01% | $11,394,999 | 2024-02-06 | |
| Q3 2023 | Added | 348,355 | +23,219 (7.1%) | < 0.01% | $9,997,789 | 2023-11-08 | |
| Q2 2023 | Added | 325,136 | +3,976 (1.2%) | < 0.01% | $8,505,558 | 2023-08-10 | |
| Q1 2023 | Added | 321,160 | +9,981 (3.2%) | < 0.01% | $10,662,512 | 2023-05-12 | |
| Q4 2022 | Added | 311,179 | +12,964 (4.3%) | < 0.01% | $11,199,332 | 2023-02-13 | |
| Q3 2022 | Reduced | 298,215 | -1,011 (-0.3%) | < 0.01% | $10,545,000 | 2022-11-14 | |
| Q2 2022 | Added | 299,226 | +3,949 (1.3%) | < 0.01% | $11,198,000 | 2022-08-15 | |
| Q1 2022 | Added | 295,277 | +7,734 (2.7%) | < 0.01% | $12,057,000 | 2022-05-13 | |
| Q4 2021 | Added | 287,543 | +19,235 (7.2%) | < 0.01% | $12,026,000 | 2022-02-11 | |
| Q3 2021 | Added | 268,308 | +28,037 (11.7%) | < 0.01% | $10,274,000 | 2021-11-16 | |
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Who else reported the position
149 managers reported SOUTHSIDE BANCSHARES INC for Q4 2021.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BlackRock Inc | Reduced | 4,670,349 | -119,841 | < 0.01% | $195,312,000 | 35 qtrs |
| VANGUARD GROUP INC | Reduced | 2,374,273 | -65,444 | < 0.01% | $99,292,000 | 35 qtrs |
| DIMENSIONAL FUND ADVISORS LP | Added | 1,250,603 | +17,665 | 0.02% | $52,300,000 | 35 qtrs |
| STATE STREET CORPORATION | Reduced | 1,229,486 | -77,675 | < 0.01% | $51,417,000 | 35 qtrs |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 606,346 | -37,100 | 0.03% | $25,357,000 | 35 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 543,494 | +2,095 | < 0.01% | $22,728,000 | 35 qtrs |
| NORTHERN TRUST CORPORATION | Reduced | 433,415 | -8,462 | < 0.01% | $18,127,000 | 35 qtrs |
| THE BANK OF NEW YORK MELLON CORPORATION | Reduced | 403,413 | -9,165 | < 0.01% | $16,871,000 | 35 qtrs |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC This report | Added | 287,543 | +19,235 | < 0.01% | $12,026,000 | 35 qtrs |
| Invesco Ltd | Reduced | 275,484 | -21,622 | < 0.01% | $11,521,000 | 35 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2021
- Filed
- February 11, 2022
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 287,543
- Shared
- 0
- 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.