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FORA Capital’s SouthState Bank Corp SSB Stock Holding History

FORA Capital’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
Q4 		– Sell
-2,960
Closed -$293K – 641
2025
Q3 		$293K Sell
2,960
-15,278
-84% -$1.5M 0.05% 376
2025
Q2 		$1.68M Buy
+18,238
New +$1.6M 0.19% 139
2022
Q2 		– Sell
-3,585
Closed -$298K – 668
2022
Q1 		$298K Buy
+3,585
New +$309K 0.05% 386
2020
Q4 		– Sell
-495
Closed -$24K – 1129
2020
Q3 		$24K Buy
+495
New +$25.6K 0.02% 559
2020
Q2 		– Sell
-1,401
Closed -$82K – 1283
2020
Q1 		$82K Buy
+1,401
New +$104K 0.02% 659

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FORA Capital's SSB Position: Q4 2025 in Review

FORA Capital sold out of SouthState Bank Corp (SSB) in Q4 2025, closing a stake of 2,960 shares — an estimated $293K sold.

FORA Capital first reported a position in SSB in Q1 2020 and held it in 5 quarters. The position peaked at $1.68M in Q2 2025. 485 funds tracked by Wall St. Rank hold SSB as of Q4 2025.

  • FORA Capital reported no remaining SouthState Bank Corp position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 2,960 SouthState Bank Corp shares in Q4 2025, an estimated $293K.
  • FORA Capital first reported a position in SouthState Bank Corp in Q1 2020 and held it in 5 quarters.
  • FORA Capital's SouthState Bank Corp position peaked at $1.68M in Q2 2025.
  • 485 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.