James T. Borello
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James T. Borello’s SouthState Bank Corp SSB Stock Holding History

James T. Borello’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
Q3 		$3.88K Sell
39
-1
-3% -$105 ﹤0.01% 839
2026
Q2 		$4K Buy
40
+1
+3% +$96 ﹤0.01% 839
2026
Q1 		$3.61K Buy
39
+2
+5% +$196 ﹤0.01% 839
2025
Q4 		$3.48K Buy
+37
New +$3.43K ﹤0.01% 666

Other funds holding SSB

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

James T. Borello's SSB Position: Q3 2026 in Review

James T. Borello reduced its SouthState Bank Corp (SSB) stake by 2.5% in Q3 2026, selling an estimated $105 and leaving 39 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

James T. Borello first reported a position in SSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $4K in Q2 2026. 162 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

  • James T. Borello held 39 shares of SouthState Bank Corp worth $3.88K as of Q3 2026.
  • James T. Borello sold 1 SouthState Bank Corp share in Q3 2026, an estimated $105.
  • SouthState Bank Corp made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #839 holding.
  • James T. Borello first reported a position in SouthState Bank Corp in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello's SouthState Bank Corp position peaked at $4K in Q2 2026.
  • 162 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.