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Biltmore Family Office’s SouthState Bank Corp SSB Stock Holding History

Biltmore Family Office’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 		$233K Hold
2,336
– – 0.03% 238
2026
Q1 		$216K Hold
2,336
– – 0.03% 238
2025
Q4 		$220K Hold
2,336
– – 0.03% 220
2025
Q3 		$231K Hold
2,336
– – 0.03% 203
2025
Q2 		$215K Hold
2,336
– – 0.04% 199
2025
Q1 		$217K Hold
2,336
– – 0.04% 197
2024
Q4 		$232K Hold
2,336
– – 0.04% 186
2024
Q3 		$227K Buy
+2,336
New +$214K 0.04% 193

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 $3.37T AUM 44.26% 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

Biltmore Family Office's SSB Position: Q2 2026 in Review

Biltmore Family Office held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 2,336 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #238.

Biltmore Family Office first reported a position in SSB in Q3 2024 and has held it in 8 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Biltmore Family Office held 2,336 shares of SouthState Bank Corp worth $233K as of Q2 2026.
  • Biltmore Family Office left its SouthState Bank Corp share count unchanged in Q2 2026.
  • SouthState Bank Corp made up 0.03% of Biltmore Family Office's portfolio in Q2 2026, its #238 holding.
  • Biltmore Family Office first reported a position in SouthState Bank Corp in Q3 2024 and has held it in 8 quarters since.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.