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Concord Wealth Partners’s SouthState Bank Corp SSB Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-9
Closed -$895 – 957
2024
Q4 		$895 Hold
9
– – ﹤0.01% 813
2024
Q3 		$875 Buy
+9
New +$823 ﹤0.01% 851

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Concord Wealth Partners's SSB Position: Q1 2025 in Review

Concord Wealth Partners sold out of SouthState Bank Corp (SSB) in Q1 2025, closing a stake of 9 shares — an estimated $895 sold.

Concord Wealth Partners first reported a position in SSB in Q3 2024 and held it in 2 quarters. The position peaked at $895 in Q4 2024. 457 funds tracked by Wall St. Rank hold SSB as of Q1 2025.

  • Concord Wealth Partners reported no remaining SouthState Bank Corp position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 9 SouthState Bank Corp shares in Q1 2025, an estimated $895.
  • Concord Wealth Partners first reported a position in SouthState Bank Corp in Q3 2024 and held it in 2 quarters.
  • Concord Wealth Partners's SouthState Bank Corp position peaked at $895 in Q4 2024.
  • 457 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.