Global Financial Private Client’s SouthState Bank Corp SSB Stock Holding History

Global Financial Private Client’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	-33	Closed	-$3.06K	–	1402
2025 Q1	$3.06K	Buy	33 +5	+18%	+$492	﹤0.01%	765
2024 Q4	$2.79K	Buy	28 +5	+22%	+$515	﹤0.01%	698
2024 Q3	$2.23K	Hold	23	–	–	﹤0.01%	714
2024 Q2	$1.76K	Hold	23	–	–	﹤0.01%	582
2024 Q1	$1.91K	Hold	23	–	–	﹤0.01%	594
2023 Q4	$1.94K	Hold	23	–	–	﹤0.01%	585
2023 Q3	$1.52K	Hold	23	–	–	﹤0.01%	593
2023 Q2	$1.54K	Hold	23	–	–	﹤0.01%	591
2023 Q1	$1.61K	Hold	23	–	–	﹤0.01%	594
2022 Q4	$1.76K	Hold	23	–	–	﹤0.01%	569
2022 Q3	$1.84K	Hold	23	–	–	﹤0.01%	538
2022 Q2	$1.79K	Hold	23	–	–	﹤0.01%	530
2022 Q1	$1.86K	Hold	23	–	–	﹤0.01%	542
2021 Q4	$1.84K	Hold	23	–	–	﹤0.01%	530
2021 Q3	$1.78K	Hold	23	–	–	﹤0.01%	482
2021 Q2	$1.89K	Hold	23	–	–	﹤0.01%	485
2021 Q1	$1.83K	Hold	23	–	–	﹤0.01%	446
2020 Q4	$1.66K	Hold	23	–	–	﹤0.01%	439
2020 Q3	$1.11K	Hold	23	–	–	﹤0.01%	433
2020 Q2	$1.07K	Hold	23	–	–	﹤0.01%	485
2020 Q1	$1.28K	Hold	23	–	–	﹤0.01%	479
2019 Q4	$2K	Buy	+23	New	+$1.87K	﹤0.01%	480

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 $3.37T AUM 44.26% 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

Global Financial Private Client's SSB Position: Q2 2025 in Review

Global Financial Private Client sold out of SouthState Bank Corp (SSB) in Q2 2025, closing a stake of 33 shares — an estimated $3.06K sold.

Global Financial Private Client first reported a position in SSB in Q4 2019 and held it in 22 quarters. The position peaked at $3.06K in Q1 2025. 485 funds tracked by Wall St. Rank hold SSB as of Q2 2025.

Global Financial Private Client reported no remaining SouthState Bank Corp position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 33 SouthState Bank Corp shares in Q2 2025, an estimated $3.06K.
Global Financial Private Client first reported a position in SouthState Bank Corp in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's SouthState Bank Corp position peaked at $3.06K in Q1 2025.
485 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.