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Forum Financial Management’s SouthState Bank Corp SSB Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-4,279
Closed -$403K – 897
2025
Q4 		$403K Hold
4,279
– – 0.01% 597
2025
Q3 		$423K Buy
4,279
+711
+20% +$69.8K 0.01% 540
2025
Q2 		$328K Hold
3,568
– – 0.01% 627
2025
Q1 		$331K Buy
3,568
+955
+37% +$94K 0.01% 547
2024
Q4 		$260K Buy
+2,613
New +$269K ﹤0.01% 701

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Forum Financial Management's SSB Position: Q1 2026 in Review

Forum Financial Management sold out of SouthState Bank Corp (SSB) in Q1 2026, closing a stake of 4,279 shares — an estimated $403K sold.

Forum Financial Management first reported a position in SSB in Q4 2024 and held it in 5 quarters. The position peaked at $423K in Q3 2025. 514 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Forum Financial Management reported no remaining SouthState Bank Corp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 4,279 SouthState Bank Corp shares in Q1 2026, an estimated $403K.
  • Forum Financial Management first reported a position in SouthState Bank Corp in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's SouthState Bank Corp position peaked at $423K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.