Cresta Advisors’s SouthState Bank Corp SSB Stock Holding History

Cresta 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	–	Sell	-255	Closed	-$24K	–	140
2025 Q4	$24K	Buy	+255	New	+$23.6K	0.01%	101

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

Cresta Advisors's SSB Position: Q1 2026 in Review

Cresta Advisors sold out of SouthState Bank Corp (SSB) in Q1 2026, closing a stake of 255 shares — an estimated $24K sold.

Cresta Advisors first reported a position in SSB in Q4 2025 and held it in 1 quarter. The position peaked at $24K in Q4 2025. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

Cresta Advisors reported no remaining SouthState Bank Corp position as of Q1 2026 after selling out during the quarter.
Cresta Advisors sold 255 SouthState Bank Corp shares in Q1 2026, an estimated $24K.
Cresta Advisors first reported a position in SouthState Bank Corp in Q4 2025 and held it in 1 quarter.
Cresta Advisors's SouthState Bank Corp position peaked at $24K in Q4 2025.
511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.