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Concourse Financial Group Securities’s SouthState Bank Corp SSB Stock Holding History

Concourse Financial Group Securities’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
-9,391
Closed -$934K – 1792
2024
Q4 		$934K Sell
9,391
-3
-0% -$309 0.05% 343
2024
Q3 		$913K Sell
9,394
-36
-0.4% -$3.29K 0.05% 329
2024
Q2 		$721K Sell
9,430
-2,021
-18% -$157K 0.05% 364
2024
Q1 		$974K Sell
11,451
-2
-0% -$165 0.06% 299
2023
Q4 		$967K Buy
11,453
+18
+0.2% +$1.33K 0.07% 298
2023
Q3 		$770K Buy
11,435
+10
+0.1% +$721 0.06% 325
2023
Q2 		$752K Sell
11,425
-69
-0.6% -$4.61K 0.06% 344
2023
Q1 		$819K Sell
11,494
-3,771
-25% -$293K 0.06% 307
2022
Q4 		$9.71K Sell
15,265
-10
-0.1% -$839 ﹤0.01% 1659
2022
Q3 		$11K Buy
15,275
+19
+0.1% +$1.53K ﹤0.01% 1470
2022
Q2 		$9K Buy
15,256
+10
+0.1% +$779 ﹤0.01% 1702
2022
Q1 		$9K Sell
15,246
-12
-0.1% -$1.03K ﹤0.01% 1728
2021
Q4 		$10K Buy
15,258
+9
+0.1% +$715 ﹤0.01% 1870
2021
Q3 		$8K Buy
15,249
+53
+0.3% +$3.78K ﹤0.01% 1961
2021
Q2 		$5K Hold
15,196
– – ﹤0.01% 2058
2021
Q1 		$5K Sell
15,196
-6,389
-30% -$514K ﹤0.01% 1982
2020
Q4 		$4K Buy
21,585
+21,573
+179,775% +$1.42M ﹤0.01% 1992
2020
Q3 		$1K Hold
12
– – ﹤0.01% 2111
2020
Q2 		$1K Sell
12
-34
-74% -$1.78K ﹤0.01% 2030
2020
Q1 		$3K Buy
46
+12
+35% +$887 ﹤0.01% 1822
2019
Q4 		$3K Hold
34
– – ﹤0.01% 1813
2019
Q3 		$3K Hold
34
– – ﹤0.01% 1471
2019
Q2 		$3K Sell
34
-6
-15% -$431 ﹤0.01% 1923
2019
Q1 		$2K Buy
40
+34
+567% +$2.28K ﹤0.01% 2066
2018
Q4 		$0 Hold
6
– – ﹤0.01% 2213
2018
Q3 		$0 Buy
+6
New +$507 ﹤0.01% 1661

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

Concourse Financial Group Securities's SSB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of SouthState Bank Corp (SSB) in Q1 2025, closing a stake of 9,391 shares — an estimated $934K sold.

Concourse Financial Group Securities first reported a position in SSB in Q3 2018 and held it in 26 quarters. The position peaked at $974K in Q1 2024. 457 funds tracked by Wall St. Rank hold SSB as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining SouthState Bank Corp position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 9,391 SouthState Bank Corp shares in Q1 2025, an estimated $934K.
  • Concourse Financial Group Securities first reported a position in SouthState Bank Corp in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's SouthState Bank Corp position peaked at $974K in Q1 2024.
  • 457 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.