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Gallagher Fiduciary Advisors’s SouthState Bank Corp SSB Stock Holding History

Gallagher Fiduciary 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
Q3 		– Sell
-10,432
Closed -$960K – 340
2025
Q2 		$960K Buy
10,432
+2,752
+36% +$242K 0.04% 80
2025
Q1 		$713K Buy
7,680
+3,514
+84% +$346K 0.02% 123
2024
Q4 		$414K Buy
4,166
+630
+18% +$64.9K 0.08% 169
2024
Q3 		$344K Buy
3,536
+863
+32% +$78.9K 0.07% 174
2024
Q2 		$204K Buy
+2,673
New +$207K 0.05% 233

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gallagher Fiduciary Advisors's SSB Position: Q3 2025 in Review

Gallagher Fiduciary Advisors sold out of SouthState Bank Corp (SSB) in Q3 2025, closing a stake of 10,432 shares — an estimated $960K sold.

Gallagher Fiduciary Advisors first reported a position in SSB in Q2 2024 and held it in 5 quarters. The position peaked at $960K in Q2 2025. 460 funds tracked by Wall St. Rank hold SSB as of Q3 2025.

  • Gallagher Fiduciary Advisors reported no remaining SouthState Bank Corp position as of Q3 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 10,432 SouthState Bank Corp shares in Q3 2025, an estimated $960K.
  • Gallagher Fiduciary Advisors first reported a position in SouthState Bank Corp in Q2 2024 and held it in 5 quarters.
  • Gallagher Fiduciary Advisors's SouthState Bank Corp position peaked at $960K in Q2 2025.
  • 460 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.