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Atria Investments’s SouthState Bank Corp SSB Stock Holding History

Atria Investments’s Portfolio SSB Stock Details SSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$347K Buy
3,747
+111
+3% +$10.9K ﹤0.01% 1659
2025
Q4 		$342K Buy
+3,636
New +$337K ﹤0.01% 1665
2025
Q3 		– Sell
-12,303
Closed -$1.13M – 2139
2025
Q2 		$1.13M Buy
12,303
+3,297
+37% +$290K 0.01% 969
2025
Q1 		$836K Buy
9,006
+3,463
+62% +$341K 0.01% 1081
2024
Q4 		$551K Sell
5,543
-754
-12% -$77.7K 0.01% 1278
2024
Q3 		$612K Buy
6,297
+919
+17% +$84.1K 0.01% 1230
2024
Q2 		$411K Buy
+5,378
New +$417K 0.01% 1405

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Atria Investments's SSB Position: Q1 2026 in Review

Atria Investments increased its SouthState Bank Corp (SSB) stake by 3.1% in Q1 2026, buying an estimated $10.9K and bringing the position to 3,747 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Atria Investments first reported a position in SSB in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q2 2025. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Atria Investments held 3,747 shares of SouthState Bank Corp worth $347K as of Q1 2026.
  • Atria Investments bought 111 SouthState Bank Corp shares in Q1 2026, an estimated $10.9K.
  • SouthState Bank Corp made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1659 holding.
  • Atria Investments first reported a position in SouthState Bank Corp in Q2 2024 and has held it in 7 quarters since.
  • Atria Investments's SouthState Bank Corp position peaked at $1.13M in Q2 2025.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.