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Colton Groome Financial Advisors’s SouthState Bank Corp SSB Stock Holding History

Colton Groome Financial 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
Q3 		$358K Hold
3,600
– – 0.08% 112
2026
Q2 		$360K Buy
+3,600
New +$347K 0.09% 116

Other funds holding SSB

RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Colton Groome Financial Advisors's SSB Position: Q3 2026 in Review

Colton Groome Financial Advisors held its SouthState Bank Corp (SSB) position steady in Q3 2026 at 3,600 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #112.

Colton Groome Financial Advisors first reported a position in SSB in Q2 2026 and has held it in 2 quarters since. The position peaked at $360K in Q2 2026. 17 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

  • Colton Groome Financial Advisors held 3,600 shares of SouthState Bank Corp worth $358K as of Q3 2026.
  • Colton Groome Financial Advisors left its SouthState Bank Corp share count unchanged in Q3 2026.
  • SouthState Bank Corp made up 0.08% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #112 holding.
  • Colton Groome Financial Advisors first reported a position in SouthState Bank Corp in Q2 2026 and has held it in 2 quarters since.
  • Colton Groome Financial Advisors's SouthState Bank Corp position peaked at $360K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.