Family Asset Management’s SouthState Bank Corp SSB Stock Holding History

Family Asset Management’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
2024 Q3	$416K	Hold	4,280	–	–	0.25%	76
2024 Q2	$327K	Hold	4,280	–	–	0.21%	86
2024 Q1	$364K	Hold	4,280	–	–	0.23%	81
2023 Q4	$361K	Hold	4,280	–	–	0.24%	80
2023 Q3	$288K	Hold	4,280	–	–	0.21%	75
2023 Q2	$282K	Hold	4,280	–	–	0.19%	85
2023 Q1	$305K	Hold	4,280	–	–	0.22%	75
2022 Q4	$327K	Buy	+4,280	New	+$359K	0.27%	65

Other funds holding SSB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Family Asset Management's SSB Position: Q3 2024 in Review

Family Asset Management held its SouthState Bank Corp (SSB) position steady in Q3 2024 at 4,280 shares worth $416K. The position accounts for 0.25% of the portfolio, ranked #76.

Family Asset Management first reported a position in SSB in Q4 2022 and has held it in 8 quarters since. 385 funds tracked by Wall St. Rank hold SSB as of Q3 2024.

Family Asset Management held 4,280 shares of SouthState Bank Corp worth $416K as of Q3 2024.
Family Asset Management left its SouthState Bank Corp share count unchanged in Q3 2024.
SouthState Bank Corp made up 0.25% of Family Asset Management's portfolio in Q3 2024, its #76 holding.
Family Asset Management first reported a position in SouthState Bank Corp in Q4 2022 and has held it in 8 quarters since.
385 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.