Form 13-F position report

SOUTHSIDE BANCSHARES INC

Reported by MORGAN STANLEY

SBSI CUSIP 84470P109 Manager CIK 0000895421

Reported 143,273 shares, down 25,203 (15.0%) from the prior quarter.

Reported value -17.0%; share count -15.0% vs. the prior quarter.

Reduced
% of reported 13F value < 0.01% This manager · Q1 2022
Shares 143,273 Quarter-end amount reported
Reported value $5,849,000 Fair value at quarter end
Consecutive quarters held 36 Through Q1 2022

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 5606000
2021-12-31 7047000
2022-03-31 5849000
2022-06-30 9226000
2022-09-30 7841000
2022-12-31 7674977
2023-03-31 7117325
2023-06-30 5716911
2023-09-30 7809819
2023-12-31 8969292
2024-03-31 9614792
2024-06-30 8531061
2024-09-30 12477794
2024-12-31 9676532
2025-03-31 8215339
2025-06-30 7666355
2025-09-30 7131781
2025-12-31 8003697
2026-03-31 8857307
2026-06-30 8093107

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 MORGAN STANLEY.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 229,982 -54,909 (-19.3%) < 0.01% $8,093,107 2026-08-13
Q1 2026 Added 284,891 +21,526 (8.2%) < 0.01% $8,857,307 2026-05-15
Q4 2025 Added 263,365 +10,913 (4.3%) < 0.01% $8,003,697 2026-02-13
Q3 2025 Reduced 252,452 -8,041 (-3.1%) < 0.01% $7,131,781 2025-11-14
Q2 2025 Reduced 260,493 -23,185 (-8.2%) < 0.01% $7,666,355 2025-08-15
Q1 2025 Reduced 283,678 -20,998 (-6.9%) < 0.01% $8,215,339 2025-05-15
Q4 2024 Reduced 304,676 -68,575 (-18.4%) < 0.01% $9,676,532 2025-02-14
Q3 2024 Added 373,251 +64,268 (20.8%) < 0.01% $12,477,794 2024-11-14
Q2 2024 Reduced 308,983 -19,951 (-6.1%) < 0.01% $8,531,061 2024-08-14
Q1 2024 Added 328,934 +42,560 (14.9%) < 0.01% $9,614,792 2024-05-15
Q4 2023 Added 286,374 +14,256 (5.2%) < 0.01% $8,969,292 2024-02-13
Q3 2023 Added 272,118 +53,583 (24.5%) < 0.01% $7,809,819 2023-11-15
Q2 2023 Added 218,535 +4,158 (1.9%) < 0.01% $5,716,911 2023-08-14
Q1 2023 Added 214,377 +1,125 (0.5%) < 0.01% $7,117,325 2023-05-15
Q4 2022 Reduced 213,252 -8,499 (-3.8%) < 0.01% $7,674,977 2023-02-14
Q3 2022 Reduced 221,751 -24,780 (-10.1%) < 0.01% $7,841,000 2022-11-14
Q2 2022 Added 246,531 +103,258 (72.1%) < 0.01% $9,226,000 2022-08-15
Q1 2022 Reduced 143,273 -25,203 (-15.0%) < 0.01% $5,849,000 2022-05-13
Q4 2021 Added 168,476 +22,054 (15.1%) < 0.01% $7,047,000 2022-02-14
Q3 2021 Reduced 146,422 -11,444 (-7.2%) < 0.01% $5,606,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

148 managers reported SOUTHSIDE BANCSHARES INC for Q1 2022.

Managers reporting SOUTHSIDE BANCSHARES INC in Q1 2022.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 4,758,431 +88,082 < 0.01% $194,286,000 36 qtrs
VANGUARD GROUP INC Reduced 2,357,572 -16,701 < 0.01% $96,260,000 36 qtrs
STATE STREET CORPORATION Added 1,279,542 +50,056 < 0.01% $52,244,000 36 qtrs
DIMENSIONAL FUND ADVISORS LP Added 1,262,771 +12,168 0.02% $51,559,000 36 qtrs
RENAISSANCE TECHNOLOGIES LLC Reduced 588,846 -17,500 0.03% $24,043,000 36 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 564,356 +20,862 < 0.01% $23,042,000 36 qtrs
NORTHERN TRUST CORPORATION Reduced 415,659 -17,756 < 0.01% $16,971,000 36 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Reduced 402,699 -714 < 0.01% $16,441,000 36 qtrs
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added 295,277 +7,734 < 0.01% $12,057,000 36 qtrs
VICTORY CAPITAL MANAGEMENT INC Added 303,558 +90,754 0.01% $11,896,000 21 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2022
Filed
May 13, 2022
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
112,714
Shared
634
None
29,925

“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.