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The company

Southside Bancshares, Inc.

SBSI · NYSE

FinancialsRegional banksNot moving yet

SBSI stood above a rising 150-day average in 34 of the last 52 weekly readings, and has been out of that trend for the last 6 weeks. It is 5.7% below that average now. Banks — Regional & Community: 62% of its 293 stocks in an uptrend (−18 points in four weeks); Financials: 46% (−11 points in four weeks).

SEC filings

Statistics

Rotation: Not moving yet
Weeks in an uptrend: out for 6
Industry in uptrend: 62% -18 in 4 wk
Insider buys, 12 months: $75K
Insider sales, 12 months: $59K
Officials’ trades on record: 4
Institutions holding: 179 (+12)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 34 of 52 weeks.

17 Apr – 16 Oct

Regional banks: Most of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

4 disclosed lines: House 2, Senate 0, executive 2; 2 people.

Who	Did	Amount	Traded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Office	sold	$15k–$50k	15 May 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Office	bought	$15k–$50k	30 Mar 2026filed 14 May 2026
Lisa C. McClain House: U.S. House ClerkMI09	soldspouse	$1k–$15k	17 Jun 2025filed 13 Aug 2025
Lisa C. McClain House: U.S. House ClerkMI09	boughtspouse	$1k–$15k	9 Jun 2025filed 13 Aug 2025

Insiders

Buy orders, 12 months2

Sale orders, 12 months2

Buyers · sellers2 · 1

Who	Did	Shares	Traded
John Mitchell Craddock, Jr.Chief Operating Officer	sold	415at $32.01	11 Sep 2026filed 11 Sep 2026
John Mitchell Craddock, Jr.Chief Operating Officer	sold	486at $33.38	9 Jun 2026filed 9 Jun 2026
Kirk A. CalhounDirector	bought	300at $33.15	3 Feb 2026filed 4 Feb 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders179+12 on the quarter

New · exited25 · 13

Reported value$605.5M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
BlackRock, Inc.added · filed 7 Aug 2026	4,271,247$150.3M	+69,751+1.7%
DIMENSIONAL FUND ADVISORS LPadded · filed 11 Aug 2026	1,406,812$49.5M	+22,067+1.6%
STATE STREET CORPadded · filed 7 Aug 2026	1,328,182$46.7M	+34,564+2.7%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	1,248,193$43.9M	+11,072+0.9%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	737,957$26.0M	+16,543+2.3%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026	630,384$22.2M	+41,333+7.0%
RENAISSANCE TECHNOLOGIES LLCreduced · filed 13 Aug 2026	419,146$14.7M	-21,000−4.8%
CHARLES SCHWAB INVESTMENT MANAGEMENT INCreduced · filed 14 Aug 2026	360,385$12.7M	-29,482−7.6%
Sixth Street Partners Management Company, L.P.new · filed 14 Aug 2026	360,385$12.7M	+360,385
TWO SIGMA INVESTMENTS, LPreduced · filed 14 Aug 2026	348,461$12.3M	-46,359−11.7%