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Coldstream Capital Management’s SouthState Bank Corp SSB Stock Holding History

Coldstream Capital Management’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
Q4 		– Sell
-2,605
Closed -$258K – 1252
2025
Q3 		$258K Buy
+2,605
New +$256K ﹤0.01% 1011
2025
Q2 		– Sell
-920
Closed -$85.4K – 3066
2025
Q1 		$85.4K Buy
+920
New +$90.6K ﹤0.01% 1435

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coldstream Capital Management's SSB Position: Q4 2025 in Review

Coldstream Capital Management sold out of SouthState Bank Corp (SSB) in Q4 2025, closing a stake of 2,605 shares — an estimated $258K sold.

Coldstream Capital Management first reported a position in SSB in Q1 2025 and held it in 2 quarters. The position peaked at $258K in Q3 2025. 485 funds tracked by Wall St. Rank hold SSB as of Q4 2025.

  • Coldstream Capital Management reported no remaining SouthState Bank Corp position as of Q4 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 2,605 SouthState Bank Corp shares in Q4 2025, an estimated $258K.
  • Coldstream Capital Management first reported a position in SouthState Bank Corp in Q1 2025 and held it in 2 quarters.
  • Coldstream Capital Management's SouthState Bank Corp position peaked at $258K in Q3 2025.
  • 485 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2025.

Based on Coldstream Capital Management's 13F filing for Q4 2025, filed 9 Feb 2026.