Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s SouthState Bank Corp SSB Stock Holding History

Kovitz Investment Group Partners’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
-11,460
Closed -$1.13M – 1215
2025
Q3 		$1.13M Buy
11,460
+2,289
+25% +$225K ﹤0.01% 812
2025
Q2 		$844K Buy
+9,171
New +$806K ﹤0.01% 841

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Dimensional Fund Advisors
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State Street
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kovitz Investment Group Partners's SSB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of SouthState Bank Corp (SSB) in Q4 2025, closing a stake of 11,460 shares — an estimated $1.13M sold.

Kovitz Investment Group Partners first reported a position in SSB in Q2 2025 and held it in 2 quarters. The position peaked at $1.13M in Q3 2025. 485 funds tracked by Wall St. Rank hold SSB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining SouthState Bank Corp position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 11,460 SouthState Bank Corp shares in Q4 2025, an estimated $1.13M.
  • Kovitz Investment Group Partners first reported a position in SouthState Bank Corp in Q2 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's SouthState Bank Corp position peaked at $1.13M in Q3 2025.
  • 485 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.