Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s SouthState Bank Corp SSB Stock Holding History

Envestnet Portfolio Solutions’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
-4,525
Closed -$450K – 1754
2024
Q4 		$450K Sell
4,525
-389
-8% -$40.1K ﹤0.01% 1293
2024
Q3 		$478K Buy
4,914
+228
+5% +$20.9K ﹤0.01% 1230
2024
Q2 		$358K Sell
4,686
-218
-4% -$16.9K ﹤0.01% 1279
2024
Q1 		$417K Sell
4,904
-187
-4% -$15.4K ﹤0.01% 1192
2023
Q4 		$430K Sell
5,091
-116
-2% -$8.56K ﹤0.01% 1111
2023
Q3 		$351K Buy
+5,207
New +$375K ﹤0.01% 1145

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Envestnet Portfolio Solutions's SSB Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of SouthState Bank Corp (SSB) in Q1 2025, closing a stake of 4,525 shares — an estimated $450K sold.

Envestnet Portfolio Solutions first reported a position in SSB in Q3 2023 and held it in 6 quarters. The position peaked at $478K in Q3 2024. 457 funds tracked by Wall St. Rank hold SSB as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining SouthState Bank Corp position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,525 SouthState Bank Corp shares in Q1 2025, an estimated $450K.
  • Envestnet Portfolio Solutions first reported a position in SouthState Bank Corp in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's SouthState Bank Corp position peaked at $478K in Q3 2024.
  • 457 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.