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Calton & Associates’s SouthState Bank Corp SSB Stock Holding History

Calton & Associates’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
Q3 		– Sell
-6,934
Closed -$638K – 458
2025
Q2 		$638K Sell
6,934
-106
-2% -$9.31K 0.11% 175
2025
Q1 		$653K Buy
+7,040
New +$693K 0.15% 131
2024
Q4 		– Sell
-4,478
Closed -$435K – 274
2024
Q3 		$435K Buy
+4,478
New +$410K 0.17% 127

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Calton & Associates's SSB Position: Q3 2025 in Review

Calton & Associates sold out of SouthState Bank Corp (SSB) in Q3 2025, closing a stake of 6,934 shares — an estimated $638K sold.

Calton & Associates first reported a position in SSB in Q3 2024 and held it in 3 quarters. The position peaked at $653K in Q1 2025. 461 funds tracked by Wall St. Rank hold SSB as of Q3 2025.

  • Calton & Associates reported no remaining SouthState Bank Corp position as of Q3 2025 after selling out during the quarter.
  • Calton & Associates sold 6,934 SouthState Bank Corp shares in Q3 2025, an estimated $638K.
  • Calton & Associates first reported a position in SouthState Bank Corp in Q3 2024 and held it in 3 quarters.
  • Calton & Associates's SouthState Bank Corp position peaked at $653K in Q1 2025.
  • 461 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2025.

Based on Calton & Associates's 13F filing for Q3 2025, filed 7 Nov 2025.