Black Diamond Financial’s SouthState Bank Corp SSB Stock Holding History

Black Diamond Financial’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	–	Sell	-4,704	Closed	-$443K	–	194
2025 Q4	$443K	Hold	4,704	–	–	0.05%	108
2025 Q3	$465K	Hold	4,704	–	–	0.05%	104
2025 Q2	$433K	Hold	4,704	–	–	0.07%	92
2025 Q1	$437K	Hold	4,704	–	–	0.07%	95
2024 Q4	$468K	Hold	4,704	–	–	0.07%	93
2024 Q3	$457K	Sell	4,704 -1,687	-26%	-$154K	0.08%	87
2024 Q2	$488K	Hold	6,391	–	–	0.09%	84
2024 Q1	$540K	Hold	6,391	–	–	0.15%	66
2023 Q4	$540K	Hold	6,391	–	–	0.15%	66
2023 Q3	$430K	Hold	6,391	–	–	0.13%	69
2023 Q2	$421K	Hold	6,391	–	–	0.12%	71
2023 Q1	$455K	Buy	+6,391	New	+$497K	0.15%	67

Other funds holding SSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Black Diamond Financial's SSB Position: Q1 2026 in Review

Black Diamond Financial sold out of SouthState Bank Corp (SSB) in Q1 2026, closing a stake of 4,704 shares — an estimated $443K sold.

Black Diamond Financial first reported a position in SSB in Q1 2023 and held it in 12 quarters. The position peaked at $540K in Q1 2024. 514 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

Black Diamond Financial reported no remaining SouthState Bank Corp position as of Q1 2026 after selling out during the quarter.
Black Diamond Financial sold 4,704 SouthState Bank Corp shares in Q1 2026, an estimated $443K.
Black Diamond Financial first reported a position in SouthState Bank Corp in Q1 2023 and held it in 12 quarters.
Black Diamond Financial's SouthState Bank Corp position peaked at $540K in Q1 2024.
514 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.