BGAI
SSB icon

Bruce G. Allen Investments’s SouthState Bank Corp SSB Stock Holding History

Bruce G. Allen 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
2025
Q1 		– Sell
-5
Closed -$497 – 1129
2024
Q4 		$497 Hold
5
– – ﹤0.01% 961
2024
Q3 		$486 Buy
+5
New +$457 ﹤0.01% 962
2024
Q1 		– Sell
-54
Closed -$4.56K – 1027
2023
Q4 		$4.56K Buy
+54
New +$3.99K ﹤0.01% 603

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bruce G. Allen Investments's SSB Position: Q1 2025 in Review

Bruce G. Allen Investments sold out of SouthState Bank Corp (SSB) in Q1 2025, closing a stake of 5 shares — an estimated $497 sold.

Bruce G. Allen Investments first reported a position in SSB in Q4 2023 and held it in 3 quarters. The position peaked at $4.56K in Q4 2023. 457 funds tracked by Wall St. Rank hold SSB as of Q1 2025.

  • Bruce G. Allen Investments reported no remaining SouthState Bank Corp position as of Q1 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 5 SouthState Bank Corp shares in Q1 2025, an estimated $497.
  • Bruce G. Allen Investments first reported a position in SouthState Bank Corp in Q4 2023 and held it in 3 quarters.
  • Bruce G. Allen Investments's SouthState Bank Corp position peaked at $4.56K in Q4 2023.
  • 457 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2025.

Based on Bruce G. Allen Investments's 13F filing for Q1 2025, filed 14 Apr 2025.