Colonial Trust Advisors’s SouthState Bank Corp SSB Stock Holding History

Colonial Trust Advisors’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 Q1	$388K	Sell	4,194 -1,294	-24%	-$127K	0.03%	154
2025 Q4	$516K	Sell	5,488 -1,011	-16%	-$93.7K	0.04%	149
2025 Q3	$643K	Sell	6,499 -65	-1%	-$6.38K	0.05%	141
2025 Q2	$604K	Hold	6,564	–	–	0.05%	135
2025 Q1	$609K	Sell	6,564 -167	-2%	-$16.4K	0.05%	134
2024 Q4	$670K	Hold	6,731	–	–	0.06%	126
2024 Q3	$654K	Buy	6,731 +4,351	+183%	+$398K	0.06%	130
2024 Q2	$182K	Sell	2,380 -1	-0%	-$77	0.02%	189
2024 Q1	$202K	Buy	2,381 +1	+0%	+$82	0.02%	186
2023 Q4	$201K	Hold	2,380	–	–	0.02%	185
2023 Q3	$160K	Hold	2,380	–	–	0.02%	201
2023 Q2	$157K	Hold	2,380	–	–	0.02%	206
2023 Q1	$170K	Hold	2,380	–	–	0.02%	204
2022 Q4	$182K	Buy	+2,380	New	+$200K	0.02%	206

Other funds holding SSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Colonial Trust Advisors's SSB Position: Q1 2026 in Review

Colonial Trust Advisors reduced its SouthState Bank Corp (SSB) stake by 24% in Q1 2026, selling an estimated $127K and leaving 4,194 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #154.

Colonial Trust Advisors first reported a position in SSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $670K in Q4 2024. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

Colonial Trust Advisors held 4,194 shares of SouthState Bank Corp worth $388K as of Q1 2026.
Colonial Trust Advisors sold 1,294 SouthState Bank Corp shares in Q1 2026, an estimated $127K.
SouthState Bank Corp made up 0.03% of Colonial Trust Advisors's portfolio in Q1 2026, its #154 holding.
Colonial Trust Advisors first reported a position in SouthState Bank Corp in Q4 2022 and has held it in 14 quarters since.
Colonial Trust Advisors's SouthState Bank Corp position peaked at $670K in Q4 2024.
511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.