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

Callan 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 		$229K Buy
2,296
+48
+2% +$4.63K ﹤0.01% 1088
2026
Q1 		$208K Sell
2,248
-255
-10% -$25K ﹤0.01% 1056
2025
Q4 		$236K Buy
+2,503
New +$232K 0.01% 1002

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

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

Callan Family Office increased its SouthState Bank Corp (SSB) stake by 2.1% in Q2 2026, buying an estimated $4.63K and bringing the position to 2,296 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Callan Family Office first reported a position in SSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $236K in Q4 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Callan Family Office held 2,296 shares of SouthState Bank Corp worth $229K as of Q2 2026.
  • Callan Family Office bought 48 SouthState Bank Corp shares in Q2 2026, an estimated $4.63K.
  • SouthState Bank Corp made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1088 holding.
  • Callan Family Office first reported a position in SouthState Bank Corp in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's SouthState Bank Corp position peaked at $236K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.