CX Institutional’s SouthState Bank Corp SSB Stock Holding History

CX Institutional’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	$8K	Buy	78 +6	+8%	+$629	﹤0.01%	1391
2026 Q2	$7K	Hold	72	–	–	﹤0.01%	1344
2026 Q1	$7K	Buy	+72	New	+$7.06K	﹤0.01%	1340

Other funds holding SSB

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

CX Institutional's SSB Position: Q3 2026 in Review

CX Institutional increased its SouthState Bank Corp (SSB) stake by 8.3% in Q3 2026, buying an estimated $629 and bringing the position to 78 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

CX Institutional first reported a position in SSB in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

CX Institutional held 78 shares of SouthState Bank Corp worth $8K as of Q3 2026.
CX Institutional bought 6 SouthState Bank Corp shares in Q3 2026, an estimated $629.
SouthState Bank Corp made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1391 holding.
CX Institutional first reported a position in SouthState Bank Corp in Q1 2026 and has held it in 3 quarters since.
17 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.