Creative Planning reports 4.28% decrease in ownership of SBSI / Southside Bancshares, Inc.

Southside Bancshares, Inc.

US ˙ NYSE ˙ US84470P1093

Security	SBSI / Southside Bancshares, Inc.
Institution	Creative Planning
Latest Disclosed Ownership	63,858 shares
Latest Disclosed Value	$ 1,985,345

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 63,858 shares of Southside Bancshares, Inc. (US:SBSI) valued at $1,985,345 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 66,714 shares of Southside Bancshares, Inc.. This represents a change in shares of -4.28% during the quarter. The current value of the position is $2,025,576 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.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	63,858	-2,856	-4.28	1,985	-2.07	0.0013
2026-02-17	2025-12-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	66,714	54,156	431.25	2,027	472.60	0.0015
2025-11-14	2025-09-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	12,558	1,869	17.49	355	12.74	0.0003
2025-08-08	2025-06-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	10,689	82	0.77	315	2.28	0.0003
2025-05-15	2025-03-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	10,607	77	0.73	307	-8.08	0.0003
2025-02-14	2024-12-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	10,530	-179	-1.67	334	-6.70	0.0003
2024-10-11	2024-09-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	10,709	0	0.00	358	21.36	0.0004
2024-08-15	2024-06-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	10,709	222	2.12	296	-3.59	0.0003
2024-05-13	2024-03-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	10,487	48	0.46	307	-6.13	0.0003
2024-02-14	2023-12-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	10,439	0	0.00	327	9.03	0.0006
2023-11-16	2023-09-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	10,439	0	0.00	300	9.52	0.0004
2023-07-21	2023-06-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	10,439	10,439		273		0.0004
2021-04-30	2021-03-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	0	-92,900	-100.00	0	-100.00
2021-01-29	2020-12-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	92,900	-10,000	-9.72	2,883	14.68	0.0063
2020-11-05	2020-09-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	102,900	20,000	24.13	2,514	9.40	0.0066
2020-07-23	2020-06-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	82,900	2,395	2.97	2,298	-6.09	0.0066
2020-05-05	2020-03-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	80,505	80,505		2,447		0.0087
2019-11-01	2019-09-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	0	-80,505	-100.00	0	-100.00
2019-07-26	2019-06-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	80,505	17,200	27.17	2,607	23.91	0.0088
2019-04-24	2019-03-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	63,305	-32,996	-34.26	2,104	-31.20	0.0076
2019-02-12	2018-12-31	13F/A-1	SOUTHSIDE BANCSHARES	COM	84470P109	96,301	75,796	369.65	3,058	328.29	0.0125
2019-02-01	2018-12-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	96,301	75,796		3,058
2018-10-25	2018-09-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	20,505	-70,000	-77.34	714	-76.57	0.0026
2018-07-20	2018-06-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	90,505	20,000	28.37	3,048	24.46	0.0120
2018-04-18	2018-03-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	70,505	-9,495	-11.87	2,449	-9.09	0.0100
2018-01-17	2017-12-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	80,000	80,000		2,694		0.0116
2017-10-17	2017-09-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	0	-57,353	-100.00	0	-100.00
2017-07-12	2017-06-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	57,353	-22,747	-28.40	2,004	-25.47	0.0101
2017-04-07	2017-03-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	80,100	30,000	59.88	2,689	42.50	0.0147
2017-01-09	2016-12-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	50,100	23,276	86.77	1,887	118.66	0.0115
2016-10-12	2016-09-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	26,824	-8,764	-24.63	863	-21.55	0.0055
2016-07-12	2016-06-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	35,588	-7,209	-16.84	1,100	-1.43	0.0080
2016-04-08	2016-03-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	42,797	15,664	57.73	1,116	71.17	0.0087
2016-01-11	2015-12-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	27,133	7,133	35.66	652	18.33	0.0054
2015-10-09	2015-09-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	20,000	6,750	50.94	551	42.38	0.0049
2015-07-09	2015-06-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	13,250	8,250	165.00	387	170.63	0.0035
2015-04-13	2015-03-31	13F	SOUTHSIDE BANCSHARES	COM	84470P109	5,000	5,000	-69.86	143	-63.89	0.0013
2013-10-10	2013-09-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	0	-16,587	-100.00	0	-100.00
2013-07-09	2013-06-30	13F	SOUTHSIDE BANCSHARES	COM	84470P109	16,587	16,587		396		0.0092

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.