Southside Bancshares, Inc.
US ˙ NYSE ˙ US84470P1093

SecuritySBSI / Southside Bancshares, Inc.
InstitutionCitigroup Inc
Latest Disclosed Ownership17,559 shares
Latest Disclosed Value $ 545,909
Citigroup Inc reports 20.73% decrease in ownership of SBSI / Southside Bancshares, Inc.

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 17,559 shares of Southside Bancshares, Inc. (US:SBSI) valued at $545,909 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 22,152 shares of Southside Bancshares, Inc.. This represents a change in shares of -20.73% during the quarter. The current value of the position is $556,971 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 17,559 -4,593 -20.73 546 -19.02 0.0001
2026-02-13 2025-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 22,152 -695 -3.04 673 4.34 0.0003
2025-11-10 2025-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 22,847 -16,503 -41.94 645 -44.30 0.0003
2025-08-11 2025-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 39,350 -11,470 -22.57 1,158 -21.28 0.0006
2025-05-12 2025-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 50,820 -3,394 -6.26 1,472 -14.53 0.0008
2025-02-12 2024-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 54,214 5,652 11.64 1,722 6.04 0.0010
2024-11-12 2024-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 48,562 6,306 14.92 1,623 39.19 0.0009
2024-08-12 2024-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 42,256 610 1.46 1,167 -4.19 0.0007
2024-05-10 2024-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 41,646 5,863 16.38 1,217 8.66 0.0008
2024-02-09 2023-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 35,783 12,614 54.44 1,121 68.67 0.0008
2023-12-06 2023-09-30 13F/A-1 SOUTHSIDE BANCSHARES COM 84470P109 23,169 -13,630 -37.04 665 -30.98 0.0005
2023-11-09 2023-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 23,169 -13,630 665 0.0002
2023-08-10 2023-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 36,799 23,182 170.24 963 112.83 0.0006
2023-05-11 2023-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 13,617 -5,403 -28.41 452 -33.92 0.0003
2023-02-09 2022-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 19,020 4,103 27.51 685 29.55 0.0005
2022-11-10 2022-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 14,917 173 1.17 528 -4.35 0.0004
2022-08-10 2022-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 14,744 -14,051 -48.80 552 -53.06 0.0004
2022-05-12 2022-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 28,795 3,423 13.49 1,176 10.84 0.0007
2022-02-10 2021-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 25,372 7,138 39.15 1,061 52.01 0.0006
2021-11-10 2021-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 18,234 -12,948 -41.52 698 -41.44 0.0004
2021-08-10 2021-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 31,182 14,406 85.87 1,192 84.52 0.0007
2021-05-13 2021-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 16,776 4,682 38.71 646 72.27 0.0004
2021-02-11 2020-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 12,094 7,953 192.06 375 271.29 0.0002
2020-11-12 2020-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 4,141 -13,243 -76.18 101 -79.05 0.0001
2020-08-12 2020-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 17,384 6,958 66.74 482 52.05 0.0004
2020-05-12 2020-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 10,426 -18,911 -64.46 317 -70.92 0.0003
2020-02-12 2019-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 29,337 2,995 11.37 1,090 21.38 0.0008
2019-11-08 2019-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 26,342 17,386 194.13 898 209.66 0.0007
2019-08-12 2019-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 8,956 -12,417 -58.10 290 -59.15 0.0002
2019-05-13 2019-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 21,373 -7,880 -26.94 710 -23.49 0.0007
2019-02-12 2018-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 29,253 9,241 46.18 928 33.33 0.0009
2018-11-13 2018-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 20,012 13,386 202.02 696 210.71 0.0006
2018-08-10 2018-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 6,626 -7,126 -51.82 224 -53.14 0.0002
2018-05-11 2018-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 13,752 877 6.81 478 10.14 0.0004
2018-02-12 2017-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 12,875 -10,311 -44.47 434 -48.52 0.0003
2017-11-13 2017-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 23,186 -3,494 -13.10 843 -9.55 0.0007
2017-08-11 2017-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 26,680 -4,475 -14.36 932 -10.90 0.0008
2017-05-12 2017-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 31,155 -20,766 -40.00 1,046 -46.52 0.0009
2017-02-10 2016-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 51,921 30,946 147.54 1,956 189.78 0.0018
2016-11-10 2016-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 20,975 5,629 36.68 675 42.11 0.0006
2016-08-12 2016-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 15,346 -2,863 -15.72 475 0.00 0.0005
2016-05-13 2016-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 18,209 3,829 26.63 475 37.28 0.0005
2016-02-12 2015-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 14,380 -7,670 -34.78 346 -43.00 0.0003
2015-11-13 2015-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 22,050 17,936 435.97 607 401.65 0.0006
2015-08-13 2015-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 4,114 -97 -2.30 121 0.83 0.0001
2015-05-14 2015-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 4,211 -494 -10.50 120 -11.76 0.0001
2015-02-17 2014-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 4,705 -145 -2.99 136 -15.53 0.0001
2014-11-14 2014-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 4,850 4,691 2,950.31 161 3,120.00 0.0001
2014-08-14 2014-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 159 -2,572 -94.18 5 -94.19 0.0000
2014-05-15 2014-03-31 13F SOUTHSIDE BANCSHARES COM 84470P109 2,731 -3,934 -59.02 86 -53.01 0.0001
2014-02-14 2013-12-31 13F SOUTHSIDE BANCSHARES COM 84470P109 6,665 3,439 106.60 183 112.79 0.0002
2013-11-14 2013-09-30 13F SOUTHSIDE BANCSHARES COM 84470P109 3,226 -4,639 -58.98 86 -54.01 0.0001
2013-08-14 2013-06-30 13F SOUTHSIDE BANCSHARES COM 84470P109 7,865 7,865 187 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.