Johnson Financial Group Inc (Wisconsin)’s SouthState Bank Corp SSB Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q4	–	Sell	-730	Closed	-$72.2K	–	1095
2025 Q3	$72.2K	Buy	+730	New	+$71.7K	﹤0.01%	522
2022 Q2	–	Sell	-1,200	Closed	-$98K	–	734
2022 Q1	$98K	Sell	1,200 -7	-0.6%	-$603	0.01%	355
2021 Q4	$97K	Sell	1,207 -7	-0.6%	-$556	0.01%	370
2021 Q3	$91K	Hold	1,214	–	–	0.01%	338
2021 Q2	$99K	Buy	1,214 +14	+1%	+$1.19K	0.01%	343
2021 Q1	$94K	Buy	+1,200	New	+$96.5K	0.01%	347

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 $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SSB Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of SouthState Bank Corp (SSB) in Q4 2025, closing a stake of 730 shares — an estimated $72.2K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SSB in Q1 2021 and held it in 6 quarters. The position peaked at $99K in Q2 2021. 485 funds tracked by Wall St. Rank hold SSB as of Q4 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining SouthState Bank Corp position as of Q4 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 730 SouthState Bank Corp shares in Q4 2025, an estimated $72.2K.
Johnson Financial Group Inc (Wisconsin) first reported a position in SouthState Bank Corp in Q1 2021 and held it in 6 quarters.
Johnson Financial Group Inc (Wisconsin)'s SouthState Bank Corp position peaked at $99K in Q2 2021.
485 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.