High Note Wealth’s SouthState Bank Corp SSB Stock Holding History

High Note Wealth’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	-21	Closed	-$1.93K	–	986
2025 Q2	$1.93K	Buy	+21	New	+$1.84K	﹤0.01%	669

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

High Note Wealth's SSB Position: Q3 2025 in Review

High Note Wealth sold out of SouthState Bank Corp (SSB) in Q3 2025, closing a stake of 21 shares — an estimated $1.93K sold.

High Note Wealth first reported a position in SSB in Q2 2025 and held it in 1 quarter. The position peaked at $1.93K in Q2 2025. 461 funds tracked by Wall St. Rank hold SSB as of Q3 2025.

High Note Wealth reported no remaining SouthState Bank Corp position as of Q3 2025 after selling out during the quarter.
High Note Wealth sold 21 SouthState Bank Corp shares in Q3 2025, an estimated $1.93K.
High Note Wealth first reported a position in SouthState Bank Corp in Q2 2025 and held it in 1 quarter.
High Note Wealth's SouthState Bank Corp position peaked at $1.93K in Q2 2025.
461 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.