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Caldwell Trust’s SouthState Bank Corp SSB Stock Holding History

Caldwell Trust’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 		$62K Hold
621
– – 0.01% 470
2026
Q1 		$57.5K Hold
621
– – 0.01% 473
2025
Q4 		$58.4K Hold
621
– – 0.01% 461
2025
Q3 		$61.4K Sell
621
-500
-45% -$49.1K 0.01% 439
2025
Q2 		$103K Hold
1,121
– – 0.01% 374
2025
Q1 		$104K Hold
1,121
– – 0.01% 374
2024
Q4 		$112K Hold
1,121
– – 0.01% 370
2024
Q3 		$109K Sell
1,121
-197
-15% -$18K 0.01% 372
2024
Q2 		$101K Hold
1,318
– – 0.01% 383
2024
Q1 		$112K Hold
1,318
– – 0.01% 371
2023
Q4 		$111K Sell
1,318
-500
-28% -$36.9K 0.01% 356
2023
Q3 		$122K Hold
1,818
– – 0.02% 338
2023
Q2 		$120K Hold
1,818
– – 0.02% 342
2023
Q1 		$130K Hold
1,818
– – 0.02% 332
2022
Q4 		$139K Hold
1,818
– – 0.02% 319
2022
Q3 		$144K Sell
1,818
-400
-18% -$32.2K 0.02% 311
2022
Q2 		$171K Hold
2,218
– – 0.02% 295
2022
Q1 		$181K Hold
2,218
– – 0.02% 296
2021
Q4 		$178K Sell
2,218
-250
-10% -$19.9K 0.02% 300
2021
Q3 		$184K Sell
2,468
-500
-17% -$35.6K 0.02% 289
2021
Q2 		$243K Hold
2,968
– – 0.03% 258
2021
Q1 		$233K Sell
2,968
-154
-5% -$12.4K 0.03% 250
2020
Q4 		$226K Hold
3,122
– – 0.03% 240
2020
Q3 		$150K Sell
3,122
-544
-15% -$28.1K 0.02% 280
2020
Q2 		$175K Buy
+3,666
New +$191K 0.03% 255

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

Caldwell Trust's SSB Position: Q2 2026 in Review

Caldwell Trust held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 621 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #470.

Caldwell Trust first reported a position in SSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $243K in Q2 2021. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Caldwell Trust held 621 shares of SouthState Bank Corp worth $62K as of Q2 2026.
  • Caldwell Trust left its SouthState Bank Corp share count unchanged in Q2 2026.
  • SouthState Bank Corp made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #470 holding.
  • Caldwell Trust first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 25 quarters since.
  • Caldwell Trust's SouthState Bank Corp position peaked at $243K in Q2 2021.
  • 558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.