Donald L. Hagan LLC’s SouthState Bank Corp SSB Stock Holding History

Donald L. Hagan LLC’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 Q3	$1.46M	Hold	14,734	–	–	0.72%	30
2025 Q2	$1.36M	Hold	14,734	–	–	0.68%	32
2025 Q1	$1.37M	Hold	14,734	–	–	0.71%	33
2024 Q4	$1.47M	Hold	14,734	–	–	0.76%	29
2024 Q3	$1.43M	Hold	14,734	–	–	0.73%	34
2024 Q2	$1.13M	Hold	14,734	–	–	0.6%	38
2024 Q1	$1.25M	Hold	14,734	–	–	0.65%	38
2023 Q4	$1.24M	Hold	14,734	–	–	0.68%	38
2023 Q3	$992K	Hold	14,734	–	–	0.59%	39
2023 Q2	$969K	Hold	14,734	–	–	0.55%	44
2023 Q1	$1.05M	Hold	14,734	–	–	0.58%	44
2022 Q4	$1.13M	Hold	14,734	–	–	0.71%	29
2022 Q3	$1.17M	Hold	14,734	–	–	0.83%	21
2022 Q2	$1.14M	Hold	14,734	–	–	0.72%	30
2022 Q1	$1.2M	Sell	14,734 -4,644	-24%	-$400K	0.68%	35
2021 Q4	$1.55M	Buy	19,378 +197	+1%	+$15.7K	0.8%	22
2021 Q3	$1.43M	Buy	19,181 +4,447	+30%	+$317K	0.83%	22
2021 Q2	$1.21M	Hold	14,734	–	–	0.71%	24
2021 Q1	$1.16M	Hold	14,734	–	–	0.76%	25
2020 Q4	$1.06M	Hold	14,734	–	–	0.78%	23
2020 Q3	$709K	Hold	14,734	–	–	0.56%	35
2020 Q2	$702K	Buy	+14,734	New	+$769K	0.61%	42

Other funds holding SSB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Donald L. Hagan LLC's SSB Position: Q3 2025 in Review

Donald L. Hagan LLC held its SouthState Bank Corp (SSB) position steady in Q3 2025 at 14,734 shares worth $1.46M. The position accounts for 0.72% of the portfolio, ranked #30.

Donald L. Hagan LLC first reported a position in SSB in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.55M in Q4 2021. 460 funds tracked by Wall St. Rank hold SSB as of Q3 2025.

Donald L. Hagan LLC held 14,734 shares of SouthState Bank Corp worth $1.46M as of Q3 2025.
Donald L. Hagan LLC left its SouthState Bank Corp share count unchanged in Q3 2025.
SouthState Bank Corp made up 0.72% of Donald L. Hagan LLC's portfolio in Q3 2025, its #30 holding.
Donald L. Hagan LLC first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 22 quarters since.
Donald L. Hagan LLC's SouthState Bank Corp position peaked at $1.55M in Q4 2021.
460 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2025.

Based on Donald L. Hagan LLC's 13F filing for Q3 2025, filed 16 Oct 2025.