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Doliver Advisors’s SouthState Bank Corp SSB Stock Holding History

Doliver 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 		$436K Hold
4,382
– – 0.1% 130
2026
Q2 		$438K Hold
4,382
– – 0.1% 137
2026
Q1 		$405K Sell
4,382
-324
-7% -$31.8K 0.09% 127
2025
Q4 		$443K Sell
4,706
-5,560
-54% -$515K 0.11% 121
2025
Q3 		$1.01M Buy
10,266
+5,080
+98% +$499K 0.26% 72
2025
Q2 		$477K Hold
5,186
– – 0.13% 110
2025
Q1 		$481K Buy
+5,186
New +$511K 0.14% 105

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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 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

Doliver Advisors's SSB Position: Q3 2026 in Review

Doliver Advisors held its SouthState Bank Corp (SSB) position steady in Q3 2026 at 4,382 shares worth $436K. The position accounts for 0.1% of the portfolio, ranked #130.

Doliver Advisors first reported a position in SSB in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.01M in Q3 2025. 17 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

  • Doliver Advisors held 4,382 shares of SouthState Bank Corp worth $436K as of Q3 2026.
  • Doliver Advisors left its SouthState Bank Corp share count unchanged in Q3 2026.
  • SouthState Bank Corp made up 0.1% of Doliver Advisors's portfolio in Q3 2026, its #130 holding.
  • Doliver Advisors first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 7 quarters since.
  • Doliver Advisors's SouthState Bank Corp position peaked at $1.01M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.