Flagship Harbor Advisors’s SouthState Bank Corp SSB Stock Holding History

Flagship Harbor 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
2025 Q2	–	Sell	-3,100	Closed	-$288K	–	801
2025 Q1	$288K	Hold	3,100	–	–	0.02%	593
2024 Q4	$308K	Hold	3,100	–	–	0.02%	568
2024 Q3	$301K	Hold	3,100	–	–	0.02%	559
2024 Q2	$237K	Hold	3,100	–	–	0.01%	606
2024 Q1	$264K	Sell	3,100 -329	-10%	-$27.1K	0.02%	563
2023 Q4	$290K	Hold	3,429	–	–	0.02%	500
2023 Q3	$231K	Hold	3,429	–	–	0.02%	539
2023 Q2	$226K	Hold	3,429	–	–	0.02%	554
2023 Q1	$244K	Hold	3,429	–	–	0.02%	540
2022 Q4	$262K	Hold	3,429	–	–	0.03%	503
2022 Q3	$271K	Hold	3,429	–	–	0.03%	465
2022 Q2	$265K	Hold	3,429	–	–	0.03%	490
2022 Q1	$280K	Sell	3,429 -800	-19%	-$69K	0.03%	504
2021 Q4	$339K	Hold	4,229	–	–	0.03%	466
2021 Q3	$346K	Hold	4,229	–	–	0.04%	443
2021 Q2	$346K	Hold	4,229	–	–	0.04%	444
2021 Q1	$332K	Hold	4,229	–	–	0.04%	448
2020 Q4	$306K	Sell	4,229 -621	-13%	-$40.8K	0.04%	424
2020 Q3	$233K	Hold	4,850	–	–	0.03%	428
2020 Q2	$231K	Buy	+4,850	New	+$253K	0.03%	425

Other funds holding SSB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Flagship Harbor Advisors's SSB Position: Q2 2025 in Review

Flagship Harbor Advisors sold out of SouthState Bank Corp (SSB) in Q2 2025, closing a stake of 3,100 shares — an estimated $288K sold.

Flagship Harbor Advisors first reported a position in SSB in Q2 2020 and held it in 20 quarters. The position peaked at $346K in Q3 2021. 485 funds tracked by Wall St. Rank hold SSB as of Q2 2025.

Flagship Harbor Advisors reported no remaining SouthState Bank Corp position as of Q2 2025 after selling out during the quarter.
Flagship Harbor Advisors sold 3,100 SouthState Bank Corp shares in Q2 2025, an estimated $288K.
Flagship Harbor Advisors first reported a position in SouthState Bank Corp in Q2 2020 and held it in 20 quarters.
Flagship Harbor Advisors's SouthState Bank Corp position peaked at $346K in Q3 2021.
485 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2025.

Based on Flagship Harbor Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.