Bison Wealth’s SouthState Bank Corp SSB Stock Holding History

Bison Wealth’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
2024 Q4	$304K	Sell	3,057 -262	-8%	-$27K	0.07%	227
2024 Q3	$323K	Sell	3,319 -2,586	-44%	-$237K	0.05%	311
2024 Q2	$502K	Hold	5,905	–	–	0.08%	244
2024 Q1	$502K	Hold	5,905	–	–	0.08%	244
2023 Q4	$499K	Sell	5,905 -4	-0.1%	-$295	0.09%	236
2023 Q3	$398K	Hold	5,909	–	–	0.08%	250
2023 Q2	$389K	Hold	5,909	–	–	0.07%	261
2023 Q1	$359K	Buy	5,909 +976	+20%	+$76K	0.11%	182
2022 Q4	$377K	Buy	4,933 +100	+2%	+$8.39K	0.12%	183
2022 Q3	$382K	Hold	4,833	–	–	0.15%	175
2022 Q2	$373K	Sell	4,833 -1	-0%	-$78	0.21%	123
2022 Q1	$394K	Hold	4,834	–	–	0.2%	134
2021 Q4	$387K	Hold	4,834	–	–	0.23%	117
2021 Q3	$361K	Hold	4,834	–	–	0.17%	155
2021 Q2	$395K	Sell	4,834 -1,023	-17%	-$87K	0.17%	149
2021 Q1	$460K	Sell	5,857 -11	-0.2%	-$884	0.2%	135
2020 Q4	$424K	Buy	5,868 +14	+0.2%	+$920	0.2%	127
2020 Q3	$282K	Hold	5,854	–	–	0.17%	142
2020 Q2	$279K	Buy	+5,854	New	+$306K	0.18%	141

Other funds holding SSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bison Wealth's SSB Position: Q4 2024 in Review

Bison Wealth reduced its SouthState Bank Corp (SSB) stake by 7.9% in Q4 2024, selling an estimated $27K and leaving 3,057 shares worth $304K. The position accounts for 0.07% of the portfolio, ranked #227.

Bison Wealth first reported a position in SSB in Q2 2020 and has held it in 19 quarters since. The position peaked at $502K in Q2 2024. 419 funds tracked by Wall St. Rank hold SSB as of Q4 2024.

Bison Wealth held 3,057 shares of SouthState Bank Corp worth $304K as of Q4 2024.
Bison Wealth sold 262 SouthState Bank Corp shares in Q4 2024, an estimated $27K.
SouthState Bank Corp made up 0.07% of Bison Wealth's portfolio in Q4 2024, its #227 holding.
Bison Wealth first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 19 quarters since.
Bison Wealth's SouthState Bank Corp position peaked at $502K in Q2 2024.
419 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.