Reported 249,636 shares, down 8,634 (3.3%) from the prior quarter.
Reported value -10.8%; share count -3.3% 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 |
|---|---|
| 2021-12-31 | 9961000 |
| 2022-03-31 | 10427000 |
| 2022-06-30 | 8403000 |
| 2022-09-30 | 7520000 |
| 2022-12-31 | 9295137 |
| 2023-03-31 | 8287915 |
| 2023-06-30 | 7447177 |
| 2023-09-30 | 7705635 |
| 2023-12-31 | 8260525 |
| 2024-03-31 | 7781085 |
| 2024-06-30 | 6215149 |
| 2024-09-30 | 7278145 |
| 2024-12-31 | 7276533 |
| 2025-03-31 | 7112837 |
| 2025-06-30 | 6415769 |
| 2025-09-30 | 5821337 |
| 2025-12-31 | 6062986 |
| 2026-03-31 | 6446948 |
| 2026-06-30 | 0 |
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 | 0 | -207,364 (-100.0%) | 0 | $0 | 2026-08-11 | |
| Q1 2026 | Added | 207,364 | +7,858 (3.9%) | < 0.01% | $6,446,948 | 2026-04-27 | |
| Q4 2025 | Reduced | 199,506 | -6,559 (-3.2%) | 0.01% | $6,062,986 | 2026-02-06 | |
| Q3 2025 | Reduced | 206,065 | -11,936 (-5.5%) | 0.01% | $5,821,337 | 2025-11-06 | |
| Q2 2025 | Reduced | 218,001 | -27,608 (-11.2%) | 0.01% | $6,415,769 | 2025-08-07 | |
| Q1 2025 | Added | 245,609 | +16,499 (7.2%) | 0.02% | $7,112,837 | 2025-05-08 | |
| Q4 2024 | Added | 229,110 | +11,397 (5.2%) | 0.02% | $7,276,533 | 2025-02-14 | |
| Q3 2024 | Reduced | 217,713 | -7,392 (-3.3%) | 0.02% | $7,278,145 | 2024-11-14 | |
| Q2 2024 | Reduced | 225,105 | -41,097 (-15.4%) | 0.02% | $6,215,149 | 2024-08-13 | |
| Q1 2024 | Added | 266,202 | +2,456 (0.9%) | 0.02% | $7,781,085 | 2024-05-08 | |
| Q4 2023 | Reduced | 263,746 | -4,743 (-1.8%) | 0.03% | $8,260,525 | 2024-02-14 | |
| Q3 2023 | Reduced | 268,489 | -16,189 (-5.7%) | 0.02% | $7,705,635 | 2023-11-13 | |
| Q2 2023 | Added | 284,678 | +35,042 (14.0%) | 0.02% | $7,447,177 | 2023-08-10 | |
| Q1 2023 | Reduced | 249,636 | -8,634 (-3.3%) | 0.03% | $8,287,915 | 2023-05-12 | |
| Q4 2022 | Added | 258,270 | +45,580 (21.4%) | 0.03% | $9,295,137 | 2023-02-02 | |
| Q3 2022 | Reduced | 212,690 | -11,895 (-5.3%) | 0.03% | $7,520,000 | 2022-11-07 | |
| Q2 2022 | Reduced | 224,585 | -30,772 (-12.1%) | 0.03% | $8,403,000 | 2022-08-01 | |
| Q1 2022 | Added | 255,357 | +17,149 (7.2%) | 0.02% | $10,427,000 | 2022-05-10 | |
| Q4 2021 | Reduced | 238,208 | -18,704 (-7.3%) | 0.02% | $9,961,000 | 2022-02-08 | |
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Who else reported the position
155 managers reported SOUTHSIDE BANCSHARES INC for Q1 2023.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| BlackRock Inc | Reduced | 4,636,064 | -71,403 | < 0.01% | $153,917,323 | 40 qtrs |
| VANGUARD GROUP INC | Reduced | 2,247,277 | -36,605 | < 0.01% | $74,609,597 | 40 qtrs |
| DIMENSIONAL FUND ADVISORS LP | Added | 1,317,359 | +36,889 | 0.01% | $43,735,883 | 40 qtrs |
| STATE STREET CORPORATION | Added | 1,265,925 | +18,379 | < 0.01% | $42,028,710 | 40 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 589,038 | +11,112 | < 0.01% | $19,556,073 | 40 qtrs |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 514,228 | -68,857 | 0.02% | $17,072,000 | 40 qtrs |
| THE BANK OF NEW YORK MELLON CORPORATION | Reduced | 425,751 | -8,847 | < 0.01% | $14,134,932 | 40 qtrs |
| NORTHERN TRUST CORPORATION | Reduced | 391,567 | -13,910 | < 0.01% | $13,000,024 | 40 qtrs |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | 321,160 | +9,981 | < 0.01% | $10,662,512 | 40 qtrs |
| ROYAL BANK OF CANADA | Reduced | 269,228 | -4,628 | < 0.01% | $8,938,000 | 40 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2023
- Filed
- May 12, 2023
- Filing type
- 13F-HR
- Position type
- COM
Voting authority reported
- Sole
- 249,636
- 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.