Cliff Asness's SBSI Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 188,629 shares of Southside Bancshares, Inc. (SBSI) worth $6.64 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in SBSI, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2024, adding 116,473 shares. Largest reduction occurred in Q4 2021, reducing 55,749 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Southside Bancshares (SBSI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Southside Bancshares (SBSI) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +35,446 | Add 23.14% | 188,629 | $35.19 |
| Q1 2026 | +11,398 | Add 8.04% | 153,183 | $31.09 |
| Q4 2025 | -344 | Reduce 0.24% | 141,785 | $30.39 |
| Q3 2025 | +26,922 | Add 23.37% | 142,129 | $28.25 |
| Q2 2025 | -41,643 | Reduce 26.55% | 115,207 | $29.43 |
| Q1 2025 | -52,166 | Reduce 24.96% | 156,850 | $28.96 |
| Q4 2024 | -27,930 | Reduce 11.79% | 209,016 | $31.76 |
| Q3 2024 | -1,141 | Reduce 0.48% | 236,946 | $33.43 |
| Q2 2024 | +116,473 | Add 95.77% | 238,087 | $27.61 |
| Q1 2024 | +66,897 | Add 122.26% | 121,614 | $29.23 |
| Q4 2023 | +9,059 | Add 19.84% | 54,717 | $31.32 |
| Q3 2023 | +45,658 | New Buy | 45,658 | $28.70 |
| Q1 2023 | -13,330 | Sold Out | 0 | $0.00 |
| Q4 2022 | +6,246 | Add 88.17% | 13,330 | $35.99 |
| Q3 2022 | -219 | Reduce 3.00% | 7,084 | $35.29 |
| Q2 2022 | -6,581 | Reduce 47.40% | 7,303 | $37.38 |
| Q1 2022 | +3,677 | Add 36.02% | 13,884 | $40.84 |
| Q4 2021 | -55,749 | Reduce 84.52% | 10,207 | $41.83 |
| Q3 2021 | -5,885 | Reduce 8.19% | 65,956 | $38.28 |
| Q2 2021 | -2,024 | Reduce 2.74% | 71,841 | $38.22 |
| Q1 2021 | +56,921 | Add 335.94% | 73,865 | $38.52 |
| Q4 2020 | +8,464 | Add 99.81% | 16,944 | $31.04 |
| Q3 2020 | +8,480 | New Buy | 8,480 | $24.41 |
| Q3 2018 | -7,124 | Sold Out | 0 | $0.00 |
| Q1 2018 | -4,685 | Reduce 39.67% | 7,124 | $34.67 |
| Q4 2017 | -6,087 | Reduce 34.01% | 11,809 | $33.70 |
| Q3 2017 | -2,425 | Reduce 11.93% | 17,896 | $36.38 |
| Q2 2017 | -8,331 | Reduce 29.08% | 20,321 | $34.94 |
| Q1 2017 | +18,684 | Add 187.44% | 28,652 | $32.56 |
| Q4 2016 | +479 | Add 5.05% | 9,968 | $36.62 |
| Q3 2016 | +2,469 | Add 35.17% | 9,489 | $31.19 |
| Q2 2016 | +7,020 | New Buy | 7,020 | $30.06 |
| Q4 2015 | -10,738 | Sold Out | 0 | $0.00 |
| Q3 2015 | -2,896 | Reduce 21.24% | 10,738 | $25.52 |
| Q2 2015 | -3 | Reduce 0.02% | 13,634 | $27.06 |
| Q1 2015 | -243 | Reduce 1.75% | 13,637 | $25.30 |
| Q4 2014 | -1,931 | Reduce 12.21% | 13,880 | $25.43 |
| Q3 2014 | +682 | Add 4.51% | 15,811 | $29.28 |
| Q2 2014 | +1,363 | Add 9.90% | 15,129 | $25.51 |
| Q1 2014 | +358 | Add 2.67% | 13,766 | $26.30 |
| Q2 2013 | +13,408 | Add 0.00% | 13,408 | $20.06 |
| Q4 2012 | +13,409 | Add 0.00% | 13,409 | $16.85 |
Cliff Asness's Southside Bancshares Investment FAQs
Cliff Asness first purchased Southside Bancshares, Inc. (SBSI) in Q4 2012, acquiring 13,409 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Southside Bancshares, Inc. (SBSI) for 46 quarters since Q4 2012.
Cliff Asness's largest addition to Southside Bancshares, Inc. (SBSI) was in Q2 2024, adding 238,087 shares worth $6.57 M.
According to the latest 13F filing for Q2 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 188,629 shares of Southside Bancshares, Inc. (SBSI), valued at approximately $6.64 M.
As of the Q2 2026 filing, Southside Bancshares, Inc. (SBSI) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Southside Bancshares, Inc. (SBSI) was 238,087 shares, as reported at the end of Q2 2024.