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BFSG LLC’s SouthState Bank Corp SSB Stock Holding History

BFSG LLC’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 		$95.3K Hold
1,030
– – 0.01% 367
2025
Q4 		$96.9K Hold
1,030
– – 0.01% 349
2025
Q3 		$102K Sell
1,030
-70
-6% -$6.87K 0.01% 341
2025
Q2 		$101K Hold
1,100
– – 0.01% 322
2025
Q1 		$102K Hold
1,100
– – 0.01% 311
2024
Q4 		$109K Sell
1,100
-378
-26% -$39K 0.01% 304
2024
Q3 		$144K Hold
1,478
– – 0.02% 283
2024
Q2 		$113K Sell
1,478
-175
-11% -$13.6K 0.01% 290
2024
Q1 		$141K Sell
1,653
-877
-35% -$72.2K 0.02% 276
2023
Q4 		$214K Buy
+2,530
New +$187K 0.03% 230

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

BFSG LLC's SSB Position: Q1 2026 in Review

BFSG LLC held its SouthState Bank Corp (SSB) position steady in Q1 2026 at 1,030 shares worth $95.3K. The position accounts for 0.01% of the portfolio, ranked #367.

BFSG LLC first reported a position in SSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $214K in Q4 2023. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • BFSG LLC held 1,030 shares of SouthState Bank Corp worth $95.3K as of Q1 2026.
  • BFSG LLC left its SouthState Bank Corp share count unchanged in Q1 2026.
  • SouthState Bank Corp made up 0.01% of BFSG LLC's portfolio in Q1 2026, its #367 holding.
  • BFSG LLC first reported a position in SouthState Bank Corp in Q4 2023 and has held it in 10 quarters since.
  • BFSG LLC's SouthState Bank Corp position peaked at $214K in Q4 2023.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.