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Heritage Family Offices’s SouthState Bank Corp SSB Stock Holding History

Heritage Family Offices’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
Q1 		– Sell
-2,072
Closed -$206K – 194
2024
Q4 		$206K Sell
2,072
-601
-22% -$61.9K 0.1% 176
2024
Q3 		$260K Sell
2,673
-11
-0.4% -$1.01K 0.13% 148
2024
Q2 		$205K Buy
+2,684
New +$208K 0.11% 162

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Heritage Family Offices's SSB Position: Q1 2025 in Review

Heritage Family Offices sold out of SouthState Bank Corp (SSB) in Q1 2025, closing a stake of 2,072 shares — an estimated $206K sold.

Heritage Family Offices first reported a position in SSB in Q2 2024 and held it in 3 quarters. The position peaked at $260K in Q3 2024. 457 funds tracked by Wall St. Rank hold SSB as of Q1 2025.

  • Heritage Family Offices reported no remaining SouthState Bank Corp position as of Q1 2025 after selling out during the quarter.
  • Heritage Family Offices sold 2,072 SouthState Bank Corp shares in Q1 2025, an estimated $206K.
  • Heritage Family Offices first reported a position in SouthState Bank Corp in Q2 2024 and held it in 3 quarters.
  • Heritage Family Offices's SouthState Bank Corp position peaked at $260K in Q3 2024.
  • 457 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2025.

Based on Heritage Family Offices's 13F filing for Q1 2025, filed 10 Apr 2025.