AI
SSB icon

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
Q2 		– Sell
-3,747
Closed -$347K – 2250
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Investments's SSB Position: Q2 2026 in Review

Atria Investments sold out of SouthState Bank Corp (SSB) in Q2 2026, closing a stake of 3,747 shares — an estimated $347K sold.

Atria Investments first reported a position in SSB in Q2 2024 and held it in 7 quarters. The position peaked at $1.13M in Q2 2025. 559 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Atria Investments reported no remaining SouthState Bank Corp position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 3,747 SouthState Bank Corp shares in Q2 2026, an estimated $347K.
  • Atria Investments first reported a position in SouthState Bank Corp in Q2 2024 and held it in 7 quarters.
  • Atria Investments's SouthState Bank Corp position peaked at $1.13M in Q2 2025.
  • 559 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.