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

Flaharty 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
2025
Q2 		– Sell
-490
Closed -$45.5K – 437
2025
Q1 		$45.5K Buy
+490
New +$48.2K 0.01% 226
2024
Q4 		– Sell
-490
Closed -$47.6K – 384
2024
Q3 		$47.6K Buy
+490
New +$44.8K 0.01% 219
2023
Q4 		– Sell
-490
Closed -$33K – 397
2023
Q3 		$33K Buy
+490
New +$35.3K 0.01% 231

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Flaharty Asset Management's SSB Position: Q2 2025 in Review

Flaharty Asset Management sold out of SouthState Bank Corp (SSB) in Q2 2025, closing a stake of 490 shares — an estimated $45.5K sold.

Flaharty Asset Management first reported a position in SSB in Q3 2023 and held it in 3 quarters. The position peaked at $47.6K in Q3 2024. 485 funds tracked by Wall St. Rank hold SSB as of Q2 2025.

  • Flaharty Asset Management reported no remaining SouthState Bank Corp position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 490 SouthState Bank Corp shares in Q2 2025, an estimated $45.5K.
  • Flaharty Asset Management first reported a position in SouthState Bank Corp in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's SouthState Bank Corp position peaked at $47.6K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.