| Filed | As-Of/On | Form | Fullname | Fund Class | Shares | Activity | Shares Change | Shares Pct. Change | Hypothetical Old Value | Hypothetical New Value | Hypothetical Value Chg. | Hypotheticals Return |
Hypotheticals Results |
Director |
Other |
Ten Pct |
Officer |
Officer Title |
News Article |
History |
|---|
| 2009-11-20 | 2009-09-30 | N-Q | Oppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap Fund | Small-Cap Core | | Sold All | -35,050 | -100 % | | | | 0.00 % | $0 | | | | | | News Article | History of Oppenheimer Main Street Small Cap Fund - Oppenheimer Main Street Small Cap Fund Ownership Of Southside Bancshares Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Amvescap Plc | Institution | 55,746 | Sold Some | -85,596 | -60.55 % | $1,128,857 | $1,180,143 | $51,286 | 4.54 % | $-78,748 | | | | | | News Article | History of Amvescap Plc Ownership Of Southside Bancshares Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR/A | Credit Suisse First Boston | Institution | | Sold All | -14,133 | -100 % | | | | 4.54 % | $-13,002 | | | | | | News Article | History of Credit Suisse First Boston Ownership Of Southside Bancshares Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR | Rothschild Asset Management Inc | Institution | 372,403 | Sold Some | -157 | -0.04 % | $7,541,161 | $7,883,772 | $342,611 | 4.54 % | $-144 | | | | | | News Article | History of Rothschild Asset Management Inc Ownership Of Southside Bancshares Inc |
| 2009-11-17 | 2009-09-30 | 13F-HR | Wells Fargo And Co | Institution | 2,229 | Sold Some | -1,177 | -34.55 % | $45,137 | $47,188 | $2,051 | 4.54 % | $-1,083 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Southside Bancshares Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | American International Group Inc | Institution | 10,662 | No Change | 0 | 0 % | $221,556 | $225,715 | $4,158 | 1.87 % | $0 | | | | | | News Article | History of American International Group Inc Ownership Of Southside Bancshares Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Bridgeway Capital Management Inc | Institution | 125,642 | Sold Some | -56,800 | -31.13 % | $2,610,841 | $2,659,841 | $49,000 | 1.87 % | $-22,152 | | | | | | News Article | History of Bridgeway Capital Management Inc Ownership Of Southside Bancshares Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Hester Capital Management L L C | Institution | 10,722 | No Change | 0 | 0 % | $222,803 | $226,985 | $4,182 | 1.87 % | $0 | | | | | | News Article | History of Hester Capital Management L L C Ownership Of Southside Bancshares Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Ing Groep Nv | Institution | 10,845 | New Holding | 10,845 | 100 % | $225,359 | $229,589 | $4,230 | 1.87 % | $4,230 | | | | | | News Article | History of Ing Groep Nv Ownership Of Southside Bancshares Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Madison Square Investors Llc | No Data | | Sold All | -58 | -100 % | | | | 1.87 % | $-23 | | | | | | News Article | History of Madison Square Investors Llc Ownership Of Southside Bancshares Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Millennium Management Llc | Institution | | Sold All | -9,011 | -100 % | | | | 1.87 % | $-3,514 | | | | | | News Article | History of Millennium Management Llc Ownership Of Southside Bancshares Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Morgan Stanley | Institution | 43,855 | Added More | 15,263 | 53.38 % | $911,307 | $928,410 | $17,103 | 1.87 % | $5,953 | | | | | | News Article | History of Morgan Stanley Ownership Of Southside Bancshares Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Northern Trust Corp | Institution | 150,713 | Added More | 22,448 | 17.50 % | $3,131,816 | $3,190,594 | $58,778 | 1.87 % | $8,755 | | | | | | News Article | History of Northern Trust Corp Ownership Of Southside Bancshares Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR/A | Oppenheimer Funds Inc | Institution | 310 | Sold Some | -51,907 | -99.40 % | $6,442 | $6,563 | $121 | 1.87 % | $-20,244 | | | | | | News Article | History of Oppenheimer Funds Inc Ownership Of Southside Bancshares Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Rbc Dominion Securities Inc | Institution | 31,720 | Added More | 4,523 | 16.63 % | $659,142 | $671,512 | $12,371 | 1.87 % | $1,764 | | | | | | News Article | History of Rbc Dominion Securities Inc Ownership Of Southside Bancshares Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Us Bancorp De | Institution | 1,050 | No Change | 0 | 0 % | $21,819 | $22,229 | $410 | 1.87 % | $0 | | | | | | News Article | History of Us Bancorp De Ownership Of Southside Bancshares Inc |
| 2009-11-16 | 2009-09-30 | 13F-HR | Wellington Management Co Llp | Institution | 108,794 | Added More | 70,000 | 180.44 % | $2,260,739 | $2,303,169 | $42,430 | 1.87 % | $27,300 | | | | | | News Article | History of Wellington Management Co Llp Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR/A | Alpine Woods Capital Investors Llc | Institution | 16,833 | No Change | 0 | 0 % | $340,027 | $356,355 | $16,328 | 4.80 % | $0 | | | | | | News Article | History of Alpine Woods Capital Investors Llc Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Ameriprise Financial Inc | Institution | 2,198 | Sold Some | -32,695 | -93.70 % | $44,400 | $46,532 | $2,132 | 4.80 % | $-31,714 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Axa | Institution | 275,955 | Added More | 31,636 | 12.94 % | $5,574,291 | $5,841,967 | $267,676 | 4.80 % | $30,687 | | | | | | News Article | History of Axa Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Barclays Plc | Institution | 400 | Added More | 278 | 227.86 % | $8,080 | $8,468 | $388 | 4.80 % | $270 | | | | | | News Article | History of Barclays Plc Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Batterymarch Financial Management Inc | Institution | 60,489 | Sold Some | -660 | -1.07 % | $1,221,878 | $1,280,552 | $58,674 | 4.80 % | $-640 | | | | | | News Article | History of Batterymarch Financial Management Inc Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Gartmore Mutual Fund Capital Trust | Institution | 394 | Sold Some | -18,802 | -97.94 % | $7,959 | $8,341 | $382 | 4.80 % | $-18,238 | | | | | | News Article | History of Gartmore Mutual Fund Capital Trust Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Geode Capital Management Llc | Institution | 57,234 | Added More | 14,869 | 35.09 % | $1,156,127 | $1,211,644 | $55,517 | 4.80 % | $14,423 | | | | | | News Article | History of Geode Capital Management Llc Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Goldman Sachs Group Inc | Institution | 50,522 | Added More | 3,241 | 6.85 % | $1,020,544 | $1,069,551 | $49,006 | 4.80 % | $3,144 | | | | | | News Article | History of Goldman Sachs Group Inc Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Jacobs Levy Equity Management Inc | Institution | 15,850 | New Holding | 15,850 | 100 % | $320,170 | $335,545 | $15,375 | 4.80 % | $15,375 | | | | | | News Article | History of Jacobs Levy Equity Management Inc Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Martingale Asset Management L P | Institution | 68,022 | Sold Some | -17,489 | -20.45 % | $1,374,044 | $1,440,026 | $65,981 | 4.80 % | $-16,964 | | | | | | News Article | History of Martingale Asset Management L P Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | New York State Common Retirement Fund | Institution | 2,200 | New Holding | 2,200 | 100 % | $44,440 | $46,574 | $2,134 | 4.80 % | $2,134 | | | | | | News Article | History of New York State Common Retirement Fund Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Oppenheimer And Co Inc | Institution | 37,500 | Added More | 1,678 | 4.68 % | $757,500 | $793,875 | $36,375 | 4.80 % | $1,628 | | | | | | News Article | History of Oppenheimer And Co Inc Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Panagora Asset Management Inc | Institution | 15,554 | New Holding | 15,554 | 100 % | $314,191 | $329,278 | $15,087 | 4.80 % | $15,087 | | | | | | News Article | History of Panagora Asset Management Inc Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Dain Rauscher Inc | Institution | 2,192 | Added More | 2,182 | 21820.00 % | $44,278 | $46,405 | $2,126 | 4.80 % | $2,117 | | | | | | News Article | History of Rbc Dain Rauscher Inc Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rbc Private Counsel Usa Inc | Institution | 1,413 | Added More | 886 | 168.12 % | $28,543 | $29,913 | $1,371 | 4.80 % | $859 | | | | | | News Article | History of Rbc Private Counsel Usa Inc Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Renaissance Technologies Corp | Institution | | Sold All | -42,578 | -100 % | | | | 4.80 % | $-41,301 | | | | | | News Article | History of Renaissance Technologies Corp Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Rpf Equity Advisors Llc | Institution | 5,957 | Sold Some | -1,622 | -21.40 % | $120,331 | $126,110 | $5,778 | 4.80 % | $-1,573 | | | | | | News Article | History of Rpf Equity Advisors Llc Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Spark Lp | Institution | | Sold All | -13,965 | -100 % | | | | 4.80 % | $-13,546 | | | | | | News Article | History of Spark Lp Ownership Of Southside Bancshares Inc |
| 2009-11-13 | 2009-09-30 | 13F-HR | Vanguard Group Inc | Institution | 568,240 | Added More | 13,539 | 2.44 % | $11,478,448 | $12,029,641 | $551,193 | 4.80 % | $13,133 | | | | | | News Article | History of Vanguard Group Inc Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Barclays Global Investors Uk Holdings Ltd | Institution | 723,091 | Added More | 89,364 | 14.10 % | $14,367,818 | $15,307,836 | $940,018 | 6.54 % | $116,173 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Boston Trust And Investment Management Co | Institution | 170,407 | Added More | 45,982 | 36.95 % | $3,385,987 | $3,607,516 | $221,529 | 6.54 % | $59,777 | | | | | | News Article | History of Boston Trust And Investment Management Co Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | First Quadrant L P | Institution | 63,994 | Sold Some | -27,005 | -29.67 % | $1,271,561 | $1,354,753 | $83,192 | 6.54 % | $-35,107 | | | | | | News Article | History of First Quadrant L P Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Freeman Investment Management Co Llc | No Data | 47,306 | Added More | 22,587 | 91.37 % | $939,970 | $1,001,468 | $61,498 | 6.54 % | $29,363 | | | | | | News Article | History of Freeman Investment Management Co Llc Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR/A | Ing Investment Management Co | Institution | 5,230 | New Holding | 5,230 | 100 % | $103,920 | $110,719 | $6,799 | 6.54 % | $6,799 | | | | | | News Article | History of Ing Investment Management Co Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Lsv Asset Management | Institution | 12,470 | No Change | 0 | 0 % | $247,779 | $263,990 | $16,211 | 6.54 % | $0 | | | | | | News Article | History of Lsv Asset Management Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Merrill Lynch And Co Inc | Institution | | Sold All | -2,350 | -100 % | | | | 6.54 % | $-3,055 | | | | | | News Article | History of Merrill Lynch And Co Inc Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Mfc Global Investment Management Usa Ltd | Institution | 12,323 | Added More | 121 | 0.99 % | $244,858 | $260,878 | $16,020 | 6.54 % | $157 | | | | | | News Article | History of Mfc Global Investment Management Usa Ltd Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Oshaughnessy Asset Management Llc | Institution | 36,997 | Sold Some | -32,289 | -46.60 % | $735,130 | $783,226 | $48,096 | 6.54 % | $-41,976 | | | | | | News Article | History of Oshaughnessy Asset Management Llc Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Ii Inc | Institution | 456 | Added More | 30 | 7.04 % | $9,061 | $9,654 | $593 | 6.54 % | $39 | | | | | | News Article | History of Padco Advisors Ii Inc Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Padco Advisors Inc | Institution | 591 | Added More | 236 | 66.47 % | $11,743 | $12,511 | $768 | 6.54 % | $307 | | | | | | News Article | History of Padco Advisors Inc Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Principal Financial Group Inc | Institution | 116,670 | New Holding | 116,670 | 100 % | $2,318,233 | $2,469,904 | $151,671 | 6.54 % | $151,671 | | | | | | News Article | History of Principal Financial Group Inc Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Russell Frank Co | Institution | 21,605 | Added More | 18,875 | 691.39 % | $429,291 | $457,378 | $28,087 | 6.54 % | $24,538 | | | | | | News Article | History of Russell Frank Co Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Susquehanna International Group Llp | Institution | | Sold All | -557 | -100 % | | | | 6.54 % | $-724 | | | | | | News Article | History of Susquehanna International Group Llp Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | United Services Automobile Association | Institution | 33,035 | Sold Some | -3 | 0.00 % | $656,405 | $699,351 | $42,946 | 6.54 % | $-4 | | | | | | News Article | History of United Services Automobile Association Ownership Of Southside Bancshares Inc |
| 2009-11-12 | 2009-09-30 | 13F-HR | Virginia Retirement Systems Et Al | Institution | 10,067 | New Holding | 10,067 | 100 % | $200,031 | $213,118 | $13,087 | 6.54 % | $13,087 | | | | | | News Article | History of Virginia Retirement Systems Et Al Ownership Of Southside Bancshares Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | American Century Companies Inc | Institution | | Sold All | -181,757 | -100 % | | | | 6.54 % | $-236,284 | | | | | | News Article | History of American Century Companies Inc Ownership Of Southside Bancshares Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Clarivest Asset Management Llc | Institution | 40,545 | Added More | 27,300 | 206.11 % | $805,629 | $858,338 | $52,709 | 6.54 % | $35,490 | | | | | | News Article | History of Clarivest Asset Management Llc Ownership Of Southside Bancshares Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Dana Investment Advisors Inc | Institution | 11,823 | New Holding | 11,823 | 100 % | $234,923 | $250,293 | $15,370 | 6.54 % | $15,370 | | | | | | News Article | History of Dana Investment Advisors Inc Ownership Of Southside Bancshares Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Highbridge Capital Management Llc | Institution | | Sold All | -8,961 | -100 % | | | | 6.54 % | $-11,649 | | | | | | News Article | History of Highbridge Capital Management Llc Ownership Of Southside Bancshares Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | J P Morgan Chase And Co | Institution | 93,671 | Sold Some | -4,221 | -4.31 % | $1,861,243 | $1,983,015 | $121,772 | 6.54 % | $-5,487 | | | | | | News Article | History of J P Morgan Chase And Co Ownership Of Southside Bancshares Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Tesseract Capital Llc | No Data | | Sold All | -313 | -100 % | | | | 6.54 % | $-407 | | | | | | News Article | History of Tesseract Capital Llc Ownership Of Southside Bancshares Inc |
| 2009-11-10 | 2009-09-30 | 13F-HR | Ubs Ag | Institution | 18,310 | Added More | 7,523 | 69.74 % | $363,820 | $387,623 | $23,803 | 6.54 % | $9,780 | | | | | | News Article | History of Ubs Ag Ownership Of Southside Bancshares Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Federated Investors Inc | Institution | 23 | Sold Some | -21,014 | -99.89 % | $468 | $487 | $19 | 4.02 % | $-17,231 | | | | | | News Article | History of Federated Investors Inc Ownership Of Southside Bancshares Inc |
| 2009-11-09 | 2009-09-30 | 13F-HR | Numeric Investors Llc | Institution | 120,792 | Added More | 24,962 | 26.04 % | $2,458,117 | $2,557,167 | $99,049 | 4.02 % | $20,469 | | | | | | News Article | History of Numeric Investors Llc Ownership Of Southside Bancshares Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Metropolitan Life Insurance Co | Institution | 12,003 | No Change | 0 | 0 % | $242,461 | $254,104 | $11,643 | 4.80 % | $0 | | | | | | News Article | History of Metropolitan Life Insurance Co Ownership Of Southside Bancshares Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Pnc Financial Services Group Inc | Institution | 1,625 | Sold Some | -556 | -25.49 % | $32,825 | $34,401 | $1,576 | 4.80 % | $-539 | | | | | | News Article | History of Pnc Financial Services Group Inc Ownership Of Southside Bancshares Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Schwab Charles Investment Management Inc | Institution | 43,600 | New Holding | 43,600 | 100 % | $880,720 | $923,012 | $42,292 | 4.80 % | $42,292 | | | | | | News Article | History of Schwab Charles Investment Management Inc Ownership Of Southside Bancshares Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Teachers Advisors Inc | Institution | 19,645 | No Change | 0 | 0 % | $396,829 | $415,885 | $19,056 | 4.80 % | $0 | | | | | | News Article | History of Teachers Advisors Inc Ownership Of Southside Bancshares Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Tiaa Cref Investment Management Llc | Institution | 87,036 | Sold Some | -2,015 | -2.26 % | $1,758,127 | $1,842,552 | $84,425 | 4.80 % | $-1,955 | | | | | | News Article | History of Tiaa Cref Investment Management Llc Ownership Of Southside Bancshares Inc |
| 2009-11-06 | 2009-09-30 | 13F-HR | Unionbancal Corp | Institution | 30,450 | No Change | 0 | 0 % | $615,090 | $644,627 | $29,537 | 4.80 % | $0 | | | | | | News Article | History of Unionbancal Corp Ownership Of Southside Bancshares Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Ativo Capital Management Llc | No Data | 10,086 | Sold Some | -7 | -0.06 % | $206,864 | $213,521 | $6,657 | 3.21 % | $-5 | | | | | | News Article | History of Ativo Capital Management Llc Ownership Of Southside Bancshares Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Bank Of Hawaii | Institution | 3,500 | New Holding | 3,500 | 100 % | $71,785 | $74,095 | $2,310 | 3.21 % | $2,310 | | | | | | News Article | History of Bank Of Hawaii Ownership Of Southside Bancshares Inc |
| 2009-11-05 | 2009-09-30 | 13F-HR | Fixed Income Securities Lp | Institution | 1,536 | Added More | 1,373 | 842.33 % | $31,503 | $32,517 | $1,014 | 3.21 % | $906 | | | | | | News Article | History of Fixed Income Securities Lp Ownership Of Southside Bancshares Inc |
| 2009-11-05 | 2009-08-31 | N-CSR | Claymore Exchange Traded Fund Trust - Sabrient Stealth | Specialty & Misc | 839 | Added More | 552 | 192.33 % | $17,208 | $17,762 | $554 | 3.21 % | $364 | | | | | | News Article | History of Claymore Exchange Traded Fund Trust - Sabrient Stealth Ownership Of Southside Bancshares Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Geewax Plus Partners Llc | Institution | | Sold All | -2,631 | -100 % | | | | 4.08 % | $-2,184 | | | | | | News Article | History of Geewax Plus Partners Llc Ownership Of Southside Bancshares Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | Miller Howard Investments Inc | Institution | 55,541 | No Change | 0 | 0 % | $1,129,704 | $1,175,803 | $46,099 | 4.08 % | $0 | | | | | | News Article | History of Miller Howard Investments Inc Ownership Of Southside Bancshares Inc |
| 2009-11-04 | 2009-09-30 | 13F-HR | South Texas Money Management Ltd | Institution | 25,636 | No Change | 0 | 0 % | $521,436 | $542,714 | $21,278 | 4.08 % | $0 | | | | | | News Article | History of South Texas Money Management Ltd Ownership Of Southside Bancshares Inc |
| 2009-11-04 | 2009-08-31 | N-CSR | Ssga Funds - Ssga Enhanced Small Cap Fund | Small-Cap Core | 1,393 | Added More | 343 | 32.66 % | $28,334 | $29,490 | $1,156 | 4.08 % | $285 | | | | | | News Article | History of Ssga Funds - Ssga Enhanced Small Cap Fund Ownership Of Southside Bancshares Inc |
| 2009-11-04 | 2009-08-31 | N-CSR | Ssga Funds - Ssga Small Cap Fund | Small-Cap Core | 1,600 | New Holding | 1,600 | 100 % | $32,544 | $33,872 | $1,328 | 4.08 % | $1,328 | | | | | | News Article | History of Ssga Funds - Ssga Small Cap Fund Ownership Of Southside Bancshares Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | King Luther Capital Management Corp | Institution | 278,080 | Added More | 1 | 0.00 % | $5,870,269 | $5,886,954 | $16,685 | 0.28 % | $0 | | | | | | News Article | History of King Luther Capital Management Corp Ownership Of Southside Bancshares Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Prudential Financial Inc | Institution | 38,034 | New Holding | 38,034 | 100 % | $802,898 | $805,180 | $2,282 | 0.28 % | $2,282 | | | | | | News Article | History of Prudential Financial Inc Ownership Of Southside Bancshares Inc |
| 2009-11-03 | 2009-09-30 | 13F-HR | Turner Investment Partners Inc | Institution | 69,130 | Sold Some | -11,017 | -13.74 % | $1,459,334 | $1,463,482 | $4,148 | 0.28 % | $-661 | | | | | | News Article | History of Turner Investment Partners Inc Ownership Of Southside Bancshares Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Bbva Usa Bancshares Inc | Institution | 58,085 | Sold Some | -38,981 | -40.15 % | $1,207,006 | $1,229,659 | $22,653 | 1.87 % | $-15,203 | | | | | | News Article | History of Bbva Usa Bancshares Inc Ownership Of Southside Bancshares Inc |
| 2009-11-02 | 2009-09-30 | 13F-HR | Emerald Mutual Fund Advisers Trust | Institution | 9,820 | No Change | 0 | 0 % | $204,060 | $207,889 | $3,830 | 1.87 % | $0 | | | | | | News Article | History of Emerald Mutual Fund Advisers Trust Ownership Of Southside Bancshares Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Oxford Asset Management | Institution | 10,592 | Sold Some | -4,777 | -31.08 % | $220,208 | $224,233 | $4,025 | 1.82 % | $-1,815 | | | | | | News Article | History of Oxford Asset Management Ownership Of Southside Bancshares Inc |
| 2009-10-30 | 2009-09-30 | 13F-HR | Wedge Capital Management L L P | Institution | 22,347 | Sold Some | -250 | -1.10 % | $464,594 | $473,086 | $8,492 | 1.82 % | $-95 | | | | | | News Article | History of Wedge Capital Management L L P Ownership Of Southside Bancshares Inc |
| 2009-10-30 | 2009-08-31 | N-Q | Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock | Specialty & Misc | 801 | No Compare | | | $16,653 | $16,957 | $304 | 1.82 % | | | | | | | News Article | History of Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index Tracking Stock Ownership Of Southside Bancshares Inc |
| 2009-10-30 | 2009-08-31 | N-CSRS | Fidelity Commonwealth Trust Ii - Fidelity Mid Cap Enhanced Index Fund | Mid-Cap Core | 2,420 | Added More | 475 | 24.42 % | $50,312 | $51,231 | $920 | 1.82 % | $181 | | | | | | News Article | History of Fidelity Commonwealth Trust Ii - Fidelity Mid Cap Enhanced Index Fund Ownership Of Southside Bancshares Inc |
| 2009-10-30 | 2009-08-31 | N-CSR | Vanguard World Fund - Vanguard Financials Index Fund | Specialty & Misc | 4,534 | Sold Some | -62 | -1.34 % | $94,262 | $95,985 | $1,723 | 1.82 % | $-24 | | | | | | News Article | History of Vanguard World Fund - Vanguard Financials Index Fund Ownership Of Southside Bancshares Inc |
| 2009-10-29 | 2009-09-30 | 13F-HR | Dimensional Fund Advisors Inc | Institution | 295,718 | Added More | 489 | 0.16 % | $6,065,176 | $6,260,350 | $195,174 | 3.21 % | $323 | | | | | | News Article | History of Dimensional Fund Advisors Inc Ownership Of Southside Bancshares Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Riversource Managers Series Inc - Riversource Fundamental Value Fund | Multi-Cap Core | 7,709 | New Holding | 7,709 | 100 % | $158,112 | $163,200 | $5,088 | 3.21 % | $5,088 | | | | | | News Article | History of Riversource Managers Series Inc - Riversource Fundamental Value Fund Ownership Of Southside Bancshares Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Cornerstone Strategy Fund | Specialty & Misc | | Sold All | -1,190 | -100 % | | | | 3.21 % | $-785 | | | | | | News Article | History of Usaa Mutual Funds Trust - Cornerstone Strategy Fund Ownership Of Southside Bancshares Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | | Sold All | -525 | -100 % | | | | 3.21 % | $-347 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Southside Bancshares Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Small Cap Fund | Small-Cap Core | 5,758 | New Holding | 5,758 | 100 % | $118,097 | $121,897 | $3,800 | 3.21 % | $3,800 | | | | | | News Article | History of Valic Co I - Small Cap Fund Ownership Of Southside Bancshares Inc |
| 2009-10-29 | 2009-08-31 | N-Q | Valic Co I - Small Cap Index Fund | Small-Cap Core | 10,662 | New Holding | 10,662 | 100 % | $218,678 | $225,715 | $7,037 | 3.21 % | $7,037 | | | | | | News Article | History of Valic Co I - Small Cap Index Fund Ownership Of Southside Bancshares Inc |
| 2009-10-28 | 2009-09-30 | 13F-HR | Quotient Investors Llc | No Data | 11,900 | No Change | 0 | 0 % | $245,854 | $251,923 | $6,069 | 2.46 % | $0 | | | | | | News Article | History of Quotient Investors Llc Ownership Of Southside Bancshares Inc |
| 2009-10-26 | 2009-09-30 | 13F-HR | Schroder Investment Management Group | Institution | 3,600 | New Holding | 3,600 | 100 % | $76,500 | $76,212 | $-288 | -0.37 % | $-288 | | | | | | News Article | History of Schroder Investment Management Group Ownership Of Southside Bancshares Inc |
| 2009-10-26 | 2009-06-30 | 13F-HR/A | Ameriprise Financial Inc | Institution | 34,893 | Sold Some | -15,297 | -30.47 % | $741,476 | $738,685 | $-2,791 | -0.37 % | $1,224 | | | | | | News Article | History of Ameriprise Financial Inc Ownership Of Southside Bancshares Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Inc | No Data | | Sold All | -2,965 | -100 % | | | | -3.50 % | $2,283 | | | | | | News Article | History of Blackrock Inc Ownership Of Southside Bancshares Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR | Blackrock Investment Management Llc | Institution | 31,761 | Added More | 6,642 | 26.44 % | $696,836 | $672,380 | $-24,456 | -3.50 % | $-5,114 | | | | | | News Article | History of Blackrock Investment Management Llc Ownership Of Southside Bancshares Inc |
| 2009-10-22 | 2009-09-30 | 13F-HR/A | Ned Davis Research | Institution | 4,500 | Added More | 1,600 | 55.17 % | $98,730 | $95,265 | $-3,465 | -3.50 % | $-1,232 | | | | | | News Article | History of Ned Davis Research Ownership Of Southside Bancshares Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | Bank Of New York Mellon Corp | Institution | 77,196 | Sold Some | -12,346 | -13.78 % | $1,665,118 | $1,634,239 | $-30,878 | -1.85 % | $4,938 | | | | | | News Article | History of Bank Of New York Mellon Corp Ownership Of Southside Bancshares Inc |
| 2009-10-21 | 2009-09-30 | 13F-HR | State Board Of Administration Of Florida Retirement System | Institution | 27,709 | Added More | 4,467 | 19.21 % | $597,683 | $586,600 | $-11,084 | -1.85 % | $-1,787 | | | | | | News Article | History of State Board Of Administration Of Florida Retirement System Ownership Of Southside Bancshares Inc |
| 2009-10-20 | 2009-09-30 | 13F-HR | Public Employees Retirement Association Of Colorado | Institution | 4,300 | No Change | 0 | 0 % | $96,750 | $91,031 | $-5,719 | -5.91 % | $0 | | | | | | News Article | History of Public Employees Retirement Association Of Colorado Ownership Of Southside Bancshares Inc |
| 2009-10-20 | 2009-09-30 | 13F-HR | Teachers Retirement System Of The State Of Kentucky | Institution | 10,000 | New Holding | 10,000 | 100 % | $225,000 | $211,700 | $-13,300 | -5.91 % | $-13,300 | | | | | | News Article | History of Teachers Retirement System Of The State Of Kentucky Ownership Of Southside Bancshares Inc |
| 2009-10-19 | 2009-09-30 | 13F-HR | Strs Ohio | Institution | 3,600 | Added More | 2,340 | 185.71 % | $81,504 | $76,212 | $-5,292 | -6.49 % | $-3,440 | | | | | | News Article | History of Strs Ohio Ownership Of Southside Bancshares Inc |
| 2009-10-15 | 2009-09-30 | 13F-HR | Harris Financial Corp | Institution | | Sold All | -12,915 | -100 % | | | | -7.27 % | $21,439 | | | | | | News Article | History of Harris Financial Corp Ownership Of Southside Bancshares Inc |
| 2009-10-15 | 2009-09-30 | 13F-HR | Public Employees Retirement System Of Ohio | Institution | 16,065 | No Change | 0 | 0 % | $366,764 | $340,096 | $-26,668 | -7.27 % | $0 | | | | | | News Article | History of Public Employees Retirement System Of Ohio Ownership Of Southside Bancshares Inc |
| 2009-10-15 | 2008-06-30 | 13F-HR/A | Clarivest Asset Management Llc | Institution | 123,300 | New Holding | 123,300 | 100 % | $2,814,939 | $2,610,261 | $-204,678 | -7.27 % | $-204,678 | | | | | | News Article | History of Clarivest Asset Management Llc Ownership Of Southside Bancshares Inc |
| 2009-10-08 | 2009-09-30 | 13F-HR | Rhumbline Advisers | Institution | 26,735 | Added More | 319 | 1.20 % | $583,892 | $565,980 | $-17,912 | -3.06 % | $-214 | | | | | | News Article | History of Rhumbline Advisers Ownership Of Southside Bancshares Inc |
| 2009-10-07 | 2009-07-31 | N-CSRS | Advisors Inner Circle Fund Ii - Burkenroad Fund | Small-Cap Value | 26,250 | Added More | 1,250 | 5.00 % | $582,750 | $555,713 | $-27,038 | -4.63 % | $-1,288 | | | | | | News Article | History of Advisors Inner Circle Fund Ii - Burkenroad Fund Ownership Of Southside Bancshares Inc |
| 2009-10-07 | 2009-07-31 | N-CSR | Profunds - Bull Profund | Large-Cap Core | 1,484 | Added More | 735 | 98.13 % | $32,945 | $31,416 | $-1,529 | -4.63 % | $-757 | | | | | | News Article | History of Profunds - Bull Profund Ownership Of Southside Bancshares Inc |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust - Growth Fund | Multi-Cap Growth | 525 | New Holding | 525 | 100 % | $11,666 | $11,114 | $-551 | -4.72 % | $-551 | | | | | | News Article | History of Usaa Mutual Funds Trust - Growth Fund Ownership Of Southside Bancshares Inc |
| 2009-10-02 | 2009-07-31 | N-CSR | Usaa Mutual Funds Trust - Small Cap Stock Fund | Small-Cap Core | 31,320 | New Holding | 31,320 | 100 % | $695,930 | $663,044 | $-32,886 | -4.72 % | $-32,886 | | | | | | News Article | History of Usaa Mutual Funds Trust - Small Cap Stock Fund Ownership Of Southside Bancshares Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Alpine Series Trust - Alpine Dynamic Balance Fund | Specialty & Misc | 7,138 | No Change | 0 | 0 % | $163,246 | $151,111 | $-12,135 | -7.43 % | $0 | | | | | | News Article | History of Alpine Series Trust - Alpine Dynamic Balance Fund Ownership Of Southside Bancshares Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc - New Opportunities Fund | Small-Cap Growth | 20,066 | Sold Some | -19,565 | -49.36 % | $458,909 | $424,797 | $-34,112 | -7.43 % | $33,261 | | | | | | News Article | History of American Century Mutual Funds Inc - New Opportunities Fund Ownership Of Southside Bancshares Inc |
| 2009-09-29 | 2009-07-31 | N-Q | American Century Mutual Funds Inc - New Opportunities Ii | Small-Cap Growth | 67,624 | Sold Some | -79,943 | -54.17 % | $1,546,561 | $1,431,600 | $-114,961 | -7.43 % | $135,903 | | | | | | News Article | History of American Century Mutual Funds Inc - New Opportunities Ii Ownership Of Southside Bancshares Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Core Equity Portfolio | International Small-Mid-Cap Value | 30,268 | Added More | 203 | 0.67 % | $692,229 | $640,774 | $-51,456 | -7.43 % | $-345 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Core Equity Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio | No Data | 10,456 | Added More | 1 | 0.00 % | $239,129 | $221,354 | $-17,775 | -7.43 % | $-2 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - International Vector Equity Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio | No Data | 111 | Added More | 1 | 0.90 % | $2,539 | $2,350 | $-189 | -7.43 % | $-2 | | | | | | News Article | History of Dfa Investment Dimensions Group Inc - Us Sustainability Core 1 Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Dws Balanced Fund - Dws Balanced Fund | Flexible Portfolio | 18,500 | Added More | 6,500 | 54.16 % | $423,095 | $391,645 | $-31,450 | -7.43 % | $-11,050 | | | | | | News Article | History of Dws Balanced Fund - Dws Balanced Fund Ownership Of Southside Bancshares Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Jnl Investors Series Trust - Jackson Perspective Index 5 Fund | Specialty & Misc | 184 | No Change | 0 | 0 % | $4,208 | $3,895 | $-313 | -7.43 % | $0 | | | | | | News Article | History of Jnl Investors Series Trust - Jackson Perspective Index 5 Fund Ownership Of Southside Bancshares Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Managers Trust I - Managers Fremont Global Fund | Global Flex Port | 15,558 | Sold Some | -460 | -2.87 % | $355,811 | $329,363 | $-26,449 | -7.43 % | $782 | | | | | | News Article | History of Managers Trust I - Managers Fremont Global Fund Ownership Of Southside Bancshares Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Russell Investment Co - International Fund | International Multi-Cap Core | 4,975 | Sold Some | -979 | -16.44 % | $113,778 | $105,321 | $-8,458 | -7.43 % | $1,664 | | | | | | News Article | History of Russell Investment Co - International Fund Ownership Of Southside Bancshares Inc |
| 2009-09-29 | 2009-07-31 | N-Q | Vanguard Explorer Fund - Vanguard Explorer Fund | Small-Cap Growth | 62,867 | New Holding | 62,867 | 100 % | $1,437,768 | $1,330,894 | $-106,874 | -7.43 % | $-106,874 | | | | | | News Article | History of Vanguard Explorer Fund - Vanguard Explorer Fund Ownership Of Southside Bancshares Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Main Street Small Cap Fund | Small-Cap Core | | Sold All | -977 | -100 % | | | | -9.18 % | $2,091 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Main Street Small Cap Fund Ownership Of Southside Bancshares Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Small Capitalization Value Fund | Small-Cap Core | | Sold All | -4,620 | -100 % | | | | -9.18 % | $9,887 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Small Capitalization Value Fund Ownership Of Southside Bancshares Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Massmutual Premier Funds - Massmutual Premier Small Company Opportunities Fund | Small-Cap Core | | Sold All | -1,785 | -100 % | | | | -9.18 % | $3,820 | | | | | | News Article | History of Massmutual Premier Funds - Massmutual Premier Small Company Opportunities Fund Ownership Of Southside Bancshares Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Old Westbury Funds Inc - International Fund | International Multi-Cap Core | 4,085 | Sold Some | -204 | -4.75 % | $95,221 | $86,479 | $-8,742 | -9.18 % | $437 | | | | | | News Article | History of Old Westbury Funds Inc - International Fund Ownership Of Southside Bancshares Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust - Powershares Dynamic Financial Sector Portfolio | Specialty & Misc | 8,810 | New Holding | 8,810 | 100 % | $205,361 | $186,508 | $-18,853 | -9.18 % | $-18,853 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust - Powershares Dynamic Financial Sector Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust - Powershares Dynamic Market Portfolio | Specialty & Misc | 31,953 | New Holding | 31,953 | 100 % | $744,824 | $676,445 | $-68,379 | -9.18 % | $-68,379 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust - Powershares Dynamic Market Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-28 | 2009-07-31 | N-Q | Powershares Exchange Traded Fund Trust - Powershares Dynamic Small Cap Growth Portfolio | Small-Cap Growth | 49,217 | New Holding | 49,217 | 100 % | $1,147,248 | $1,041,924 | $-105,324 | -9.18 % | $-105,324 | | | | | | News Article | History of Powershares Exchange Traded Fund Trust - Powershares Dynamic Small Cap Growth Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-17 | 2009-07-31 | N-Q | Rydex Etf Trust - Rydex Inverse Russell 2000 Etf | Specialty & Misc | 280 | New Holding | 280 | 100 % | $6,451 | $5,928 | $-524 | -8.11 % | $-524 | | | | | | News Article | History of Rydex Etf Trust - Rydex Inverse Russell 2000 Etf Ownership Of Southside Bancshares Inc |
| 2009-09-11 | 2009-06-30 | 13F-HR/A | Barclays Global Investors Uk Holdings Ltd | Institution | 633,727 | Added More | 114,845 | 22.13 % | $13,815,249 | $13,416,001 | $-399,248 | -2.88 % | $-72,352 | | | | | | News Article | History of Barclays Global Investors Uk Holdings Ltd Ownership Of Southside Bancshares Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Series Funds - Banking Fund | Financial Services | 355 | Sold Some | -37 | -9.43 % | $7,796 | $7,515 | $-280 | -3.59 % | $29 | | | | | | News Article | History of Rydex Series Funds - Banking Fund Ownership Of Southside Bancshares Inc |
| 2009-09-08 | 2009-06-30 | N-CSRS | Rydex Variable Trust - Biotechnology Fund | Health/Biotech | 166 | Added More | 77 | 86.51 % | $3,645 | $3,514 | $-131 | -3.59 % | $-61 | | | | | | News Article | History of Rydex Variable Trust - Biotechnology Fund Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Advanced Series Trust - Ast International Value Portfolio | Multi-Cap Value | | Sold All | -9,500 | -100 % | | | | -3.02 % | $6,270 | | | | | | News Article | History of Advanced Series Trust - Ast International Value Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust - Multimanager Small Cap Growth Portfolio | Small-Cap Growth | 1,700 | New Holding | 1,700 | 100 % | $37,111 | $35,989 | $-1,122 | -3.02 % | $-1,122 | | | | | | News Article | History of Axa Premier Vip Trust - Multimanager Small Cap Growth Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio | Small-Cap Value | 12,420 | Sold Some | -1,980 | -13.75 % | $271,129 | $262,931 | $-8,197 | -3.02 % | $1,307 | | | | | | News Article | History of Axa Premier Vip Trust - Multimanager Small Cap Value Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio | Small-Cap Growth | 11,445 | Added More | 545 | 5.00 % | $249,844 | $242,291 | $-7,554 | -3.02 % | $-360 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Small Cap Growth Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqalliancebernstein Value Portfolio | Multi-Cap Value | 2,237 | New Holding | 2,237 | 100 % | $48,834 | $47,357 | $-1,476 | -3.02 % | $-1,476 | | | | | | News Article | History of Eq Advisors Trust - Eqalliancebernstein Value Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Eq Advisors Trust - Eqbond Index Portfolio | Specialty & Misc | 20,856 | Added More | 2,229 | 11.96 % | $455,286 | $441,522 | $-13,765 | -3.02 % | $-1,471 | | | | | | News Article | History of Eq Advisors Trust - Eqbond Index Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Forward Funds - Forward Legato Fund | Small-Cap Core | | Sold All | -18,400 | -100 % | | | | -3.02 % | $12,144 | | | | | | News Article | History of Forward Funds - Forward Legato Fund Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust I - Jpmorgan Small Cap Core Fund | Small-Cap Core | 16 | Added More | 1 | 6.66 % | $349 | $339 | $-11 | -3.02 % | $-1 | | | | | | News Article | History of Jpmorgan Trust I - Jpmorgan Small Cap Core Fund Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-30 | N-CSR | Jpmorgan Trust Ii - Jpmorgan Core Bond Fund | Multi-Cap Core | 16 | Added More | 1 | 6.66 % | $349 | $339 | $-11 | -3.02 % | $-1 | | | | | | News Article | History of Jpmorgan Trust Ii - Jpmorgan Core Bond Fund Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Massmutual Select Funds - Massmutual Select Small Cap Value Equity Fund | Small-Cap Value | 9,254 | Sold Some | -846 | -8.37 % | $202,015 | $195,907 | $-6,108 | -3.02 % | $558 | | | | | | News Article | History of Massmutual Select Funds - Massmutual Select Small Cap Value Equity Fund Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Profunds - Bull Profund | Large-Cap Core | 749 | New Holding | 749 | 100 % | $16,351 | $15,856 | $-494 | -3.02 % | $-494 | | | | | | News Article | History of Profunds - Bull Profund Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund | Small-Cap Core | 1,665 | Sold Some | -435 | -20.71 % | $36,347 | $35,248 | $-1,099 | -3.02 % | $287 | | | | | | News Article | History of Sun Capital Advisers Trust - Sc Oppenheimer Main Street Small Cap Fund Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Institutional Index Funds - Vanguard Institutional Index Fund | Specialty & Misc | 18,197 | Added More | 3,914 | 27.40 % | $397,241 | $385,230 | $-12,010 | -3.02 % | $-2,583 | | | | | | News Article | History of Vanguard Institutional Index Funds - Vanguard Institutional Index Fund Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Vanguard Variable Insurance Funds - Small Company Growth Portfolio | Small-Cap Growth | 1,357 | New Holding | 1,357 | 100 % | $29,623 | $28,728 | $-896 | -3.02 % | $-896 | | | | | | News Article | History of Vanguard Variable Insurance Funds - Small Company Growth Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-30 | N-CSRS | Westcore Trust - Westcore Micro-Cap Opportunity Fund | No Data | 397 | Added More | 19 | 5.02 % | $8,667 | $8,404 | $-262 | -3.02 % | $-13 | | | | | | News Article | History of Westcore Trust - Westcore Micro-Cap Opportunity Fund Ownership Of Southside Bancshares Inc |
| 2009-09-04 | 2009-06-10 | N-CSRS | Jpmorgan Insurance Trust - Jpmorgan Insurance Trust Balanced Portfolio | Flexible Portfolio | 2,205 | New Holding | 2,205 | 100 % | $48,135 | $46,680 | $-1,455 | -3.02 % | $-1,455 | | | | | | News Article | History of Jpmorgan Insurance Trust - Jpmorgan Insurance Trust Balanced Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Ing Investors Trust - Ing Jpmorgan Small Cap Core Equity Portfolio | Small-Cap Core | 6,515 | New Holding | 6,515 | 100 % | | $137,923 | | - % | | | | | | | News Article | History of Ing Investors Trust - Ing Jpmorgan Small Cap Core Equity Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Mml Series Investment Fund Ii - Mml Small Cap Equity Fund | Small-Cap Core | 1,338 | Added More | 68 | 5.35 % | | $28,325 | | - % | | | | | | | News Article | History of Mml Series Investment Fund Ii - Mml Small Cap Equity Fund Ownership Of Southside Bancshares Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Pd Small-Cap Growth Index Portfolio | No Data | 66 | No Compare | | | | $1,397 | | - % | | | | | | | News Article | History of Pacific Select Fund - Pd Small-Cap Growth Index Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Pd Small-Cap Value Index Portfolio | No Data | 197 | No Compare | | | | $4,170 | | - % | | | | | | | News Article | History of Pacific Select Fund - Pd Small-Cap Value Index Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-03 | 2009-06-30 | N-CSRS | Pacific Select Fund - Small-Cap Index Portfolio | No Data | 6,675 | Added More | 603 | 9.93 % | | $141,310 | | - % | | | | | | | News Article | History of Pacific Select Fund - Small-Cap Index Portfolio Ownership Of Southside Bancshares Inc |
| 2009-09-03 | 2009-06-30 | N-CSR | Streettracks Series Trust - Spdr Dividend Etf | Specialty & Misc | 319 | Added More | 68 | 27.09 % | | $6,753 | | - % | | | | | | | News Article | History of Streettracks Series Trust - Spdr Dividend Etf Ownership Of Southside Bancshares Inc |
| 2009-09-01 | 2009-06-30 | 13F-HR/A | Amvescap Plc | Institution | 141,342 | Added More | 97,992 | 226.04 % | $3,016,238 | $2,992,210 | $-24,028 | -0.79 % | $-16,659 | | | | | | News Article | History of Amvescap Plc Ownership Of Southside Bancshares Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Coventry Group - Boston Trust Small Cap Fund | Small-Cap Core | 17,600 | Added More | 8,400 | 91.30 % | $380,512 | $372,592 | $-7,920 | -2.08 % | $-3,780 | | | | | | News Article | History of Coventry Group - Boston Trust Small Cap Fund Ownership Of Southside Bancshares Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Coventry Group - Walden Small Cap Innovations Fund | No Data | 2,527 | Added More | 1,702 | 206.30 % | $54,634 | $53,497 | $-1,137 | -2.08 % | $-766 | | | | | | News Article | History of Coventry Group - Walden Small Cap Innovations Fund Ownership Of Southside Bancshares Inc |
| 2009-08-31 | 2009-06-30 | N-CSRS | Tiaa Cref Life Fund - Stock Index Fund | Specialty & Misc | 127 | Added More | 6 | 4.95 % | $2,746 | $2,689 | $-57 | -2.08 % | $-3 | | | | | | News Article | History of Tiaa Cref Life Fund - Stock Index Fund Ownership Of Southside Bancshares Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Smallcap Dividend Fund | Small-Cap Core | 3,639 | Added More | 338 | 10.23 % | $78,675 | $77,038 | $-1,638 | -2.08 % | $-152 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Smallcap Dividend Fund Ownership Of Southside Bancshares Inc |
| 2009-08-31 | 2009-06-30 | N-Q | Wisdomtree Trust - Wisdomtree Smallcap Earnings Fund | Small-Cap Core | 1,177 | Added More | 470 | 66.47 % | $25,447 | $24,917 | $-530 | -2.08 % | $-212 | | | | | | News Article | History of Wisdomtree Trust - Wisdomtree Smallcap Earnings Fund Ownership Of Southside Bancshares Inc |
| 2009-08-28 | 2009-06-30 | N-CSRS | Dws Variable Series Ii - Dws Balanced Vip | Flexible Portfolio | 4,825 | Added More | 2,125 | 78.70 % | $107,308 | $102,145 | $-5,163 | -4.81 % | $-2,274 | | | | | | News Article | History of Dws Variable Series Ii - Dws Balanced Vip Ownership Of Southside Bancshares Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Growth Index Fund | Multi-Cap Growth | 21,179 | New Holding | 21,179 | 100 % | $471,021 | $448,359 | $-22,662 | -4.81 % | $-22,662 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Growth Index Fund Ownership Of Southside Bancshares Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Index Fund | Specialty & Misc | 158,732 | Added More | 8,221 | 5.46 % | $3,530,200 | $3,360,356 | $-169,843 | -4.81 % | $-8,796 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Index Fund Ownership Of Southside Bancshares Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 2000 Value Index Fund | Multi-Cap Value | 82,641 | Sold Some | -15,777 | -16.03 % | $1,837,936 | $1,749,510 | $-88,426 | -4.81 % | $16,881 | | | | | | News Article | History of Ishares Trust - Ishares Russell 2000 Value Index Fund Ownership Of Southside Bancshares Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Growth Index Fund | Multi-Cap Growth | 222 | New Holding | 222 | 100 % | $4,937 | $4,700 | $-238 | -4.81 % | $-238 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Growth Index Fund Ownership Of Southside Bancshares Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Index Fund | Specialty & Misc | 3,219 | Added More | 329 | 11.38 % | $71,591 | $68,146 | $-3,444 | -4.81 % | $-352 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Index Fund Ownership Of Southside Bancshares Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell 3000 Value Index Fund | Multi-Cap Value | 825 | Added More | 62 | 8.12 % | $18,348 | $17,465 | $-883 | -4.81 % | $-66 | | | | | | News Article | History of Ishares Trust - Ishares Russell 3000 Value Index Fund Ownership Of Southside Bancshares Inc |
| 2009-08-28 | 2009-06-30 | N-Q | Ishares Trust - Ishares Russell Microcap Index Fund | Specialty & Misc | 28,547 | Added More | 7,377 | 34.84 % | $634,885 | $604,340 | $-30,545 | -4.81 % | $-7,893 | | | | | | News Article | History of Ishares Trust - Ishares Russell Microcap Index Fund Ownership Of Southside Bancshares Inc |
| 2009-08-28 | 2009-06-30 | 13F-HR/A | Wells Fargo And Co | Institution | 3,406 | Sold Some | -191 | -5.30 % | $75,749 | $72,105 | $-3,644 | -4.81 % | $204 | | | | | | News Article | History of Wells Fargo And Co Ownership Of Southside Bancshares Inc |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Horizon Funds - Vanguard Strategic Equity Fund | Specialty & Misc | 46,847 | New Holding | 46,847 | 100 % | $1,041,877 | $991,751 | $-50,126 | -4.81 % | $-50,126 | | | | | | News Article | History of Vanguard Horizon Funds - Vanguard Strategic Equity Fund Ownership Of Southside Bancshares Inc |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Horizon Funds - Vanguard Strategic Small-Cap Equity Fund | Small-Cap Core | 2,000 | New Holding | 2,000 | 100 % | $44,480 | $42,340 | $-2,140 | -4.81 % | $-2,140 | | | | | | News Article | History of Vanguard Horizon Funds - Vanguard Strategic Small-Cap Equity Fund Ownership Of Southside Bancshares Inc |
| 2009-08-28 | 2008-06-30 | N-Q | Vanguard Malvern Funds - Vanguard Capital Value Fund | Multi-Cap Value | 1,092 | New Holding | 1,092 | 100 % | $24,286 | $23,118 | $-1,168 | -4.81 % | $-1,168 | | | | | | News Article | History of Vanguard Malvern Funds - Vanguard Capital Value Fund Ownership Of Southside Bancshares Inc |
| 2009-08-27 | 2009-06-30 | N-Q | Dws Advisor Funds - Dws Lifecycle Long Range Fund | Mixed-Asset Target Allocation Moderate | 7,540 | Added More | 2,440 | 47.84 % | $171,460 | $159,622 | $-11,838 | -6.90 % | $-3,831 | | | | | | News Article | History of Dws Advisor Funds - Dws Lifecycle Long Range Fund Ownership Of Southside Bancshares Inc |
| 2009-08-27 | 2009-06-30 | N-Q | Tiaa Cref Institutional Mutual Funds - Equity Index Fund | Specialty & Misc | 8,897 | Added More | 1,318 | 17.39 % | $202,318 | $188,349 | $-13,968 | -6.90 % | $-2,069 | | | | | | News Article | History of Tiaa Cref Institutional Mutual Funds - Equity Index Fund Ownership Of Southside Bancshares Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard 500 Index Fund | S&P 500 Index | | Sold All | -211,331 | -100 % | | | | -6.90 % | $331,790 | | | | | | News Article | History of Vanguard Index Funds - Vanguard 500 Index Fund Ownership Of Southside Bancshares Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Extended Market Index Fund | Mid-Cap Core | 65,328 | Added More | 7,555 | 13.07 % | $1,485,559 | $1,382,994 | $-102,565 | -6.90 % | $-11,861 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Extended Market Index Fund Ownership Of Southside Bancshares Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Total Stock Market Index Fund | Multi-Cap Core | 84,206 | Added More | 4,187 | 5.23 % | $1,914,844 | $1,782,641 | $-132,203 | -6.90 % | $-6,574 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Total Stock Market Index Fund Ownership Of Southside Bancshares Inc |
| 2009-08-27 | 2009-06-30 | N-CSRS | Vanguard Index Funds - Vanguard Value Index Fund | Large-Cap Value | 99,479 | New Holding | 99,479 | 100 % | $2,262,152 | $2,105,970 | $-156,182 | -6.90 % | $-156,182 | | | | | | News Article | History of Vanguard Index Funds - Vanguard Value Index Fund Ownership Of Southside Bancshares Inc |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 7,366 | Added More | 304 | 4.30 % | $167,503 | $155,938 | $-11,565 | -6.90 % | $-477 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Southside Bancshares Inc |
| 2009-08-27 | 2008-06-30 | N-CSRS | Vanguard Balanced Index Funds - Vanguard Balanced Index Fund | Mixed-Asset Target Allocation Growth | 7,416 | Added More | 354 | 5.01 % | $168,640 | $156,997 | $-11,643 | -6.90 % | $-556 | | | | | | News Article | History of Vanguard Balanced Index Funds - Vanguard Balanced Index Fund Ownership Of Southside Bancshares Inc |
| 2009-08-25 | 2009-06-30 | N-Q | Cornercap Group Of Funds Va - Cornercap Contrarian Fund | Specialty & Misc | 1,066 | Added More | 51 | 5.02 % | $24,657 | $22,567 | $-2,089 | -8.47 % | $-100 | | | | | | News Article | History of Cornercap Group Of Funds Va - Cornercap Contrarian Fund Ownership Of Southside Bancshares Inc |
| 2009-08-24 | 2009-06-30 | N-CSRS | Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva | Specialty & Misc | 8,185 | New Holding | 8,185 | 100 % | $188,255 | $173,276 | $-14,979 | -7.95 % | $-14,979 | | | | | | News Article | History of Oppenheimer Variable Account Funds - Oppenheimer Main Street Fundva Ownership Of Southside Bancshares Inc |