SBSI

Southside Bancshares Inc Cross-source read
FinancialsCUSIP 84470P109

Among active 13F managers last quarter, 4 opened and 20 added, while 10 reduced; the largest holder to move was Renaissance Technologies LLC (−4.4%). Over the last 180 days, 1 insider sold and none bought, a net -$16K in open-market trades.

Tracked 13F holders
174
80 in Q2 2026 filings
13F value (tracked)
$559.3M
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
24 adding · 10 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$16K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Who owns SBSI?

174 tracked 13F filers · ranked by shares held

174 tracked 13F filers disclose a position in SBSI as of the latest SEC 13F filings, a combined $559.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.4.3M
$150.3M
+1.7%
Added · +70K sh
Q2 2026
2Dimensional Fund Advisors LP1.4M
$43.1M
+0.5%
Added · +7K sh
Q1 2026
3State Street Corp1.3M
$46.7M
+2.7%
Added · +35K sh
Q2 2026
4Vanguard Capital Management LLC1.2M
$43.9M
+0.9%
Added · +11K sh
Q2 2026
5Geode Capital Management, LLC738K
$26.0M
+2.3%
Added · +17K sh
Q2 2026
6Vanguard Portfolio Management LLC630K
$22.2M
+7.0%
Added · +41K sh
Q2 2026
7Renaissance Technologies LLC440K
$13.7M
−4.4%
Reduced · −20K sh
Q1 2026
8Two Sigma Investments, LP395K
$12.3M
+140%
Added · +230K sh
Q1 2026
9Charles Schwab Investment Management Inc390K
$12.1M
−3.9%
Reduced · −16K sh
Q1 2026
10Goldman Sachs Group Inc355K
$11.0M
+1.0%
Added · +4K sh
Q1 2026
11American Century Companies Inc343K
$10.7M
−1.5%
Reduced · −5K sh
Q1 2026
12Northern Trust Corp319K
$9.9M
+2.7%
Added · +8K sh
Q1 2026
13Morgan Stanley285K
$8.9M
+8.2%
Added · +22K sh
Q1 2026
14Royal Bank Of Canada261K
$8.1M
−2.1%
Reduced · −6K sh
Q1 2026
15Bank of New York Mellon Corp252K
$7.8M
−0.6%
Reduced · −2K sh
Q1 2026
16ProShare Advisors LLC207K
$6.4M
+3.9%
Added · +8K sh
Q1 2026
17Hotchkis & Wiley Capital Management LLC206K
$7.3M
+0.7%
Added · +1K sh
Q2 2026
18Vanguard Fiduciary Trust Co188K
$6.6M
+5.3%
Added · +9K sh
Q2 2026
19JPMorgan Chase & Co177K
$5.4M
−32%
Reduced · −82K sh
Q1 2026
20AQR Capital Management LLC153K
$4.8M
+8.0%
Added · +11K sh
Q1 2026
21Bridgeway Capital Management, LLC152K
$5.3M
+5.3%
Added · +8K sh
Q2 2026
22Principal Financial Group Inc136K
$4.2M
+0.8%
Added · +1K sh
Q1 2026
23Bank Of America Corp125K
$3.9M
+6.2%
Added · +7K sh
Q1 2026
24Third Avenue Management LLC117K
$4.1M
Held
Q2 2026
25Arrowstreet Capital, Limited Partnership115K
$3.6M
−14%
Reduced · −19K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is SBSI being bought or sold by institutions?

Last quarter, 4 funds opened a new position in SBSI and 20 added to an existing one, while 10 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Added
20
added to an existing position
Reduced
10
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own SBSI also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT80 funds$188.0B
Nvidia CorpNVDA79 funds$270.8B
Apple IncAAPL79 funds$206.1B
Broadcom IncAVGO78 funds$109.3B
Alphabet Inc-CL AGOOGL78 funds$109.2B
Eli Lilly & CoLLY78 funds$54.7B
JPMorgan Chase & CoJPM78 funds$42.8B
Visa Inc-Class A SharesV78 funds$40.6B
Chevron CorpCVX78 funds$22.9B
Tesla IncTSLA77 funds$42.6B
Lam Research CorpLRCX77 funds$23.5B
Amazon.com IncAMZN76 funds$133.6B

Ranked by how many of SBSI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SBSI.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$16K
1 insider
Net · 180d
-$16K
1 open-market transaction
DateInsiderRoleActionSharesValue
Jun 9, 2026Craddock John Mitchell Jr.Chief Operating OfficerSell (S)486$16K
Feb 3, 2026Calhoun Kirk A.DirectorBuy (P)300$10K
Dec 4, 2025Buie Herbert CDirectorBuy (P)2K$55K
May 23, 2025Calhoun Kirk A.DirectorBuy (P)300$8K
Nov 25, 2024McCabe Brian KCOOSell (S)
2 lots, same day
11K$417K
Nov 6, 2024Gibson Lee RCHIEF EXECUTIVE OFFICER, DirectorSell (S)3K$121K
Nov 6, 2024Davis Suni MCHIEF RISK OFFICERSell (S)2K$80K
Aug 23, 2024Arnold T L JrCCOSell (S)5K$157K
Aug 7, 2024Arnold T L JrCCOSell (S)4K$126K
Aug 1, 2024Green Jared C.Regional President, ETRSell (S)864$29K
Jul 31, 2024Shamburger JulieCFOSell (S)5K$188K
Mar 4, 2024Gibson Lee RPRES & CEO, DirectorSell (S)15K$451K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4929
Insiders
Form 4 open-market
01-$16K
US House
STOCK Act trades
00$0
Sector rotation
SBSI is in Financials, which smart money is rotating OUT OF
$23.1B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

80 tracked filers in Q2 2026 filingsstill filing
080160Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $106.5M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for SBSI

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Ask your agent what changed in SBSI

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SBSI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SBSI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for SBSI. Filings are public domain, sourced to SEC EDGAR.