SBSINYSEState Commercial BanksFiscal year ends December 31
SOUTHSIDE BANCSHARES INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 24, 2026
$30.48−0.18 (-0.59%)
Close on Oct 19, 2026
- Market cap
- $910.65M
- P/E (TTM)
- 12.0
- Dividend yield
- 4.72%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
57.2%
17M of 30M shares
Institutional holders
195
24 new, 9 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
2 buys · 2 sales
Net bought $35.88K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,043,073 | 13.40% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SBSI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,271,247 | 14.33% | $150.31M | +69,751 | 0.00% |
| Dimensional Fund Advisors LP | 1,406,812 | 4.72% | $49.51M | +22,067 | 0.01% |
| State Street Corp | 1,328,182 | 4.46% | $46.74M | +34,564 | 0.00% |
| Vanguard Capital Management LLC | 1,248,193 | 4.19% | $43.92M | +11,072 | 0.00% |
| Geode Capital Management, LLC | 737,957 | 2.48% | $25.97M | +16,543 | 0.00% |
| Vanguard Portfolio Management LLC | 630,384 | 2.11% | $22.18M | +41,333 | 0.00% |
| Renaissance Technologies LLC | 419,146 | 1.41% | $14.75M | −21,000 | 0.02% |
| Charles Schwab Investment Management Inc | 360,385 | 1.21% | $12.68M | −29,482 | 0.00% |
| Two Sigma Investments, LP | 348,461 | 1.17% | $12.26M | −46,359 | 0.01% |
| Northern Trust Corp | 342,761 | 1.15% | $12.06M | +23,535 | 0.00% |
| American Century Companies Inc | 338,886 | 1.14% | $11.93M | −4,440 | 0.01% |
| Bank of New York Mellon Corp | 261,818 | 0.88% | $9.21M | +10,054 | 0.00% |
| Royal Bank of Canada | 257,180 | 0.86% | $9.05M | −3,748 | 0.00% |
| Invesco Ltd. | 256,437 | 0.86% | $9.02M | +2,521 | 0.00% |
| Goldman Sachs Group Inc | 255,209 | 0.86% | $8.98M | −100,195 | 0.00% |
| Morgan Stanley | 229,982 | 0.77% | $8.09M | −54,909 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 206,150 | 0.69% | $7.25M | +1,400 | 0.02% |
| Aqr Capital Management LLC | 188,629 | 0.63% | $6.64M | +35,446 | 0.00% |
| Vanguard Fiduciary Trust Co | 188,255 | 0.63% | $6.62M | +9,493 | 0.00% |
| JPMorgan Chase & Co | 162,584 | 0.55% | $5.67M | −14,674 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 195 | 17M | 57.2% | 24 / 82 | 53 / 9 | 1M | 1M |
| Q1 2026 | 184 | 17M | 57.2% | 22 / 65 | 61 / 14 | 3M | 1M |
| Q4 2025 | 181 | 17M | 57.5% | 27 / 64 | 68 / 21 | 1M | 1M |
| Q3 2025 | 176 | 18M | 59.1% | 24 / 69 | 57 / 23 | 1M | 1M |
| Q2 2025 | 175 | 17M | 58.6% | 29 / 65 | 53 / 25 | 1M | 1M |
| Q1 2025 | 171 | 17M | 58.5% | 25 / 53 | 64 / 8 | 1M | 1M |
| Q4 2024 | 157 | 17M | 58.2% | 14 / 52 | 56 / 20 | 1M | 1M |
| Q3 2024 | 164 | 17M | 58.1% | 26 / 48 | 59 / 10 | 6M | 1M |
| Q2 2024 | 149 | 17M | 56.3% | 13 / 64 | 47 / 23 | 1M | 2M |
| Q1 2024 | 160 | 17M | 58.6% | 23 / 58 | 50 / 13 | 1M | 1M |
| Q4 2023 | 150 | 17M | 58.1% | 13 / 44 | 67 / 20 | 1M | 1M |
| Q3 2023 | 157 | 17M | 57.3% | 18 / 41 | 69 / 13 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SBSI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,685,282 | 5.65% | $59.31M | 0.05% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 897,062 | 3.01% | $31.57M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 759,263 | 2.55% | $26.72M | 0.03% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 323,162 | 1.08% | $11.37M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 323,056 | 1.08% | $10.50M | 0.03% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 258,522 | 0.87% | $9.10M | 0.05% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 251,102 | 0.84% | $8.84M | 0.06% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 240,093 | 0.81% | $8.45M | 0.11% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 236,997 | 0.80% | $7.76M | 0.03% | May 31, 2026 |
| U.S. Targeted Value Portfolio | 209,559 | 0.70% | $6.81M | 0.04% | Jul 31, 2026 |
| ProShares Russell 2000 Dividend Growers ETF | 204,370 | 0.69% | $6.70M | 1.02% | May 31, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 175,617 | 0.59% | $6.18M | 0.05% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 167,944 | 0.56% | $5.46M | 0.04% | Jul 31, 2026 |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | 150,223 | 0.50% | $5.29M | 0.11% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 148,695 | 0.50% | $4.87M | 0.03% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Keith Donahoe | President and CEO, Director | 21,545 | 0.07% | Sep 8, 2026 |
| John Mitchell Craddock Jr. | Chief Operating Officer | 4,600 | 0.02% | Sep 11, 2026 |
| Curtis Burchard | CHIEF LENDING OFFICER | 8,765 | 0.03% | Sep 8, 2026 |
| T. L. Arnold Jr | CCO | 24,597 | 0.08% | Sep 8, 2026 |
| Julie Shamburger | CFO | 49,359 | 0.17% | Sep 8, 2026 |
| April Pinkley | CAO | 6,655 | 0.02% | Sep 8, 2026 |
| Sherri Anthony | Chief Banking Officer | 5,005 | 0.02% | Sep 8, 2026 |
| Suni M. Davis | CHIEF TREASURY OFFICER | 27,586 | 0.09% | Sep 8, 2026 |
| Anne Martinez | CRO | 15,264 | 0.05% | Sep 8, 2026 |
| Jared C. Green | Regional President, ETX | 9,783 | 0.03% | Sep 8, 2026 |
| Brian K. McCabe | COO | 41,603 | 0.14% | Sep 8, 2025 |
| Mark W. Drennan | Regional President, NTX | 7,337 | 0.02% | Dec 10, 2024 |
| Preston L. Smith | Director | 24,552 | 0.08% | Sep 8, 2026 |
| Alton L. Frailey | Director | 13,659 | 0.05% | Sep 8, 2026 |
| Hilliard J. Shands | Director | 256,648 | 0.86% | Sep 8, 2026 |
| Shannon Dacus | Director | 9,763 | 0.03% | Sep 8, 2026 |
| Patricia Ann Callan | Director | 12,203 | 0.04% | Sep 8, 2026 |
| Lee R. Gibson | Director | 99,476 | 0.33% | Sep 8, 2026 |
| Raymond C. McKinney | Director | 1,274 | 0.00% | Sep 8, 2026 |
| Susan Elaine Anderson | Director | 36,600 | 0.12% | Sep 8, 2026 |
| Kirk A. Calhoun | Director | 19,995 | 0.07% | Sep 8, 2026 |
| Jeb Weldon Jones | Director | 3,274 | 0.01% | Sep 8, 2026 |
| John Robert Garrett | Director | 26,956 | 0.09% | Sep 8, 2026 |
| Lawrence Lazelle Anderson | Director | 21,441 | 0.07% | Sep 8, 2026 |
| Michael J. Bosworth | Director | 99,079 | 0.33% | Mar 9, 2026 |
| Herbert C. Buie | Director | 657,128 | 2.20% | Dec 5, 2025 |
| Tony K. Morgan | Director | 43,983 | 0.15% | Mar 10, 2025 |
| Donald W. Thedford | Director | 17,908 | 0.06% | Mar 10, 2025 |
| John F. Sammons Jr | Director | 35,655 | 0.12% | Mar 10, 2025 |
| George H. Henderson III | Director | 48,830 | 0.16% | Mar 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John Mitchell Craddock Jr. Chief Operating Officer | Sep 11, 2026 | Sale | −415 | $32.01 | $13.28K | 4,378 |
| John Mitchell Craddock Jr. Chief Operating Officer | Sep 5, 2026 | Tax withholding | −133 | $32.83 | $4.37K | 4,793 |
| Lawrence Lazelle Anderson Director | Sep 3, 2026 | Award | +19 | – | – | 5,512 |
| John Robert Garrett Director | Sep 3, 2026 | Award | +14 | – | – | 26,956 |
| Jared C. Green Regional President, ETX | Sep 3, 2026 | Award | +19 | – | – | 5,451 |
| Curtis Burchard CHIEF LENDING OFFICER | Sep 3, 2026 | Award | +55 | – | – | 8,543 |
| Anne Martinez CRO | Sep 3, 2026 | Award | +44 | – | – | 8,416 |
| Suni M. Davis CHIEF TREASURY OFFICER | Sep 3, 2026 | Award | +43 | – | – | 13,862 |
| Jeb Weldon Jones Director | Sep 3, 2026 | Award | +14 | – | – | 2,274 |
| Sherri Anthony Chief Banking Officer | Sep 3, 2026 | Award | +28 | – | – | 4,291 |
| Hilliard J. Shands Director | Sep 3, 2026 | Award | +14 | – | – | 42,180 |
| April Pinkley CAO | Sep 3, 2026 | Award | +33 | – | – | 4,322 |
| Preston L. Smith Director | Sep 3, 2026 | Award | +30 | – | – | 23,122 |
| Keith Donahoe President and CEO, Director | Sep 3, 2026 | Award | +158 | – | – | 20,693 |
| Julie Shamburger CFO | Sep 3, 2026 | Award | +74 | – | – | 32,748 |
| Kirk A. Calhoun Director | Sep 3, 2026 | Award | +20 | – | – | 18,932 |
| Alton L. Frailey Director | Sep 3, 2026 | Award | +154 | – | – | 13,659 |
| Susan Elaine Anderson Director | Sep 3, 2026 | Award | +14 | – | – | 12,776 |
| Raymond C. McKinney Director | Sep 3, 2026 | Award | +14 | – | – | 1,274 |
| Lee R. Gibson Director | Sep 3, 2026 | Award | +97 | – | – | 58,909 |
| Patricia Ann Callan Director | Sep 3, 2026 | Award | +14 | – | – | 7,164 |
| T. L. Arnold Jr CCO | Sep 3, 2026 | Award | +56 | – | – | 22,626 |
| Shannon Dacus Director | Sep 3, 2026 | Award | +14 | – | – | 9,763 |
| John Mitchell Craddock Jr. Chief Operating Officer | Sep 3, 2026 | Award | +55 | – | – | 4,926 |
| Curtis Burchard CHIEF LENDING OFFICER | Jul 18, 2026 | Tax withholding | −351 | $34.84 | $12.23K | 8,488 |
| Hilliard J. Shands Director | Jun 24, 2026 | Inheritance | +6,525 | – | – | 42,166 |
| Sherri Anthony Chief Banking Officer | Jun 20, 2026 | Tax withholding | −128 | $33.63 | $4.30K | 4,263 |
| April Pinkley CAO | Jun 20, 2026 | Tax withholding | −135 | $33.63 | $4.54K | 4,289 |
| Anne Martinez CRO | Jun 20, 2026 | Tax withholding | −176 | $33.63 | $5.92K | 8,372 |
| John Mitchell Craddock Jr. Chief Operating Officer | Jun 9, 2026 | Sale | −486 | $33.38 | $16.22K | 4,871 |
| Raymond C. McKinney Director | Jun 1, 2026 | Award | +14 | – | – | 1,260 |
| Anne Martinez CRO | Jun 1, 2026 | Award | +49 | – | – | 8,548 |
| Curtis Burchard CHIEF LENDING OFFICER | Jun 1, 2026 | Award | +69 | – | – | 8,839 |
| Hilliard J. Shands Director | Jun 1, 2026 | Award | +14 | – | – | 35,641 |
| Preston L. Smith Director | Jun 1, 2026 | Award | +28 | – | – | 23,092 |
| Shannon Dacus Director | Jun 1, 2026 | Award | +14 | – | – | 9,749 |
| John Robert Garrett Director | Jun 1, 2026 | Award | +14 | – | – | 26,942 |
| Kirk A. Calhoun Director | Jun 1, 2026 | Award | +19 | – | – | 18,912 |
| Jeb Weldon Jones Director | Jun 1, 2026 | Award | +14 | – | – | 2,260 |
| Suni M. Davis CHIEF TREASURY OFFICER | Jun 1, 2026 | Award | +41 | – | – | 13,808 |
| T. L. Arnold Jr CCO | Jun 1, 2026 | Award | +53 | – | – | 22,570 |
| Julie Shamburger CFO | Jun 1, 2026 | Award | +71 | – | – | 32,674 |
| Keith Donahoe President and CEO, Director | Jun 1, 2026 | Award | +152 | – | – | 20,535 |
| Lee R. Gibson Director | Jun 1, 2026 | Award | +93 | – | – | 58,812 |
| Patricia Ann Callan Director | Jun 1, 2026 | Award | +14 | – | – | 7,150 |
| April Pinkley CAO | Jun 1, 2026 | Award | +37 | – | – | 4,424 |
| Alton L. Frailey Director | Jun 1, 2026 | Award | +148 | – | – | 13,505 |
| Susan Elaine Anderson Director | Jun 1, 2026 | Award | +14 | – | – | 12,762 |
| Jared C. Green Regional President, ETX | Jun 1, 2026 | Award | +18 | – | – | 5,432 |
| Sherri Anthony Chief Banking Officer | Jun 1, 2026 | Award | +32 | – | – | 4,391 |
| Lawrence Lazelle Anderson Director | Jun 1, 2026 | Award | +18 | – | – | 5,493 |
| John Mitchell Craddock Jr. Chief Operating Officer | Jun 1, 2026 | Award | +53 | – | – | 5,357 |
| Jared C. Green Regional President, ETX | May 30, 2026 | Tax withholding | −75 | $32.76 | $2.46K | 5,414 |
| John Mitchell Craddock Jr. Chief Operating Officer | May 30, 2026 | Tax withholding | −206 | $32.76 | $6.75K | 5,304 |
| Susan Elaine Anderson Director | May 14, 2026 | Award | +1,246 | – | – | 12,748 |
| John Robert Garrett Director | May 14, 2026 | Award | +1,246 | – | – | 26,928 |
| Preston L. Smith Director | May 14, 2026 | Award | +2,568 | – | – | 23,064 |
| Shannon Dacus Director | May 14, 2026 | Award | +1,246 | – | – | 9,735 |
| Alton L. Frailey Director | May 14, 2026 | Award | +2,337 | – | – | 13,357 |
| Raymond C. McKinney Director | May 14, 2026 | Award | +1,246 | – | – | 1,246 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Brian K. McCabe Officer | Nov 25, 2024 | 14,648 | $531.72K | Nov 25, 2024 | STOCK OPTION EXERCISE |
| April Pinkley Officer | Nov 7, 2024 | 6,724 | $252.15K | Nov 7, 2024 | STOCK OPTION EXERCISE |
| Suni M. Davis Officer | Nov 6, 2024 | 2,220 | $79.92K | Nov 6, 2024 | STOCK OPTION EXERCISE |
| Lee R. Gibson Officer | Nov 6, 2024 | 3,300 | $121.26K | Nov 6, 2024 | STOCK OPTION EXERCISE |
| T. L. Arnold Jr Officer | Aug 23, 2024 | 4,667 | $149.34K | Aug 23, 2024 | STOCK OPTION EXERCISE |
| Timothy F. Alexander Officer | Aug 9, 2024 | 3,105 | $96.46K | Aug 9, 2024 | STOCK OPTION EXERCISE |
| T. L. Arnold Jr Officer | Aug 7, 2024 | 3,999 | $119.97K | Aug 7, 2024 | STOCK OPTION EXERCISE |
| Julie Shamburger Officer | Jul 31, 2024 | 5,360 | $187.78K | Jul 31, 2024 | STOCK OPTION EXERCISE |
| Lee R. Gibson Officer | Mar 4, 2024 | 18,997 | $574.94K | Mar 4, 2024 | STOCK OPTION EXERCISE |
| Brian K. McCabe Officer | Dec 13, 2023 | 2,648 | $78.39K | Dec 13, 2023 | RESTRICTED STOCK |
| Jared C. Green Officer | Sep 14, 2023 | 1,665 | $49.63K | Sep 14, 2023 | RESTRICTED STOCK |