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Lindbrook Capital’s SouthState Bank Corp SSB Stock Holding History

Lindbrook Capital’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 		$9.28K Sell
100
-18
-15% -$1.77K ﹤0.01% 1686
2024
Q4 		$11.7K Hold
118
– – ﹤0.01% 1576
2024
Q3 		$11.5K Buy
118
+42
+55% +$3.84K ﹤0.01% 1593
2024
Q2 		$5.81K Buy
76
+63
+485% +$4.88K ﹤0.01% 1921
2024
Q1 		$1.1K Hold
13
– – ﹤0.01% 2398
2023
Q4 		$1.1K Sell
13
-15
-54% -$1.11K ﹤0.01% 2444
2023
Q3 		$1.89K Buy
28
+7
+33% +$505 ﹤0.01% 2152
2023
Q2 		$1.38K Sell
21
-77
-79% -$5.14K ﹤0.01% 2297
2023
Q1 		$6.98K Buy
98
+51
+109% +$3.97K ﹤0.01% 1686
2022
Q4 		$3.59K Buy
47
+1
+2% +$84 ﹤0.01% 1974
2022
Q3 		$4K Sell
46
-61
-57% -$4.91K ﹤0.01% 1797
2022
Q2 		$8K Buy
107
+41
+62% +$3.19K ﹤0.01% 1364
2022
Q1 		$5K Buy
66
+36
+120% +$3.1K ﹤0.01% 1618
2021
Q4 		$2K Hold
30
– – ﹤0.01% 1824
2021
Q3 		$2K Buy
+30
New +$2.14K ﹤0.01% 1609
2020
Q2 		– Sell
-68
Closed -$4K – 1875
2020
Q1 		$4K Buy
+68
New +$5.03K ﹤0.01% 1113
2019
Q3 		– Sell
-10
Closed – – 1530
2019
Q2 		$0 Hold
10
– – ﹤0.01% 1503
2019
Q1 		$0 Hold
10
– – ﹤0.01% 1498
2018
Q4 		$0 Buy
+10
New +$695 ﹤0.01% 1430

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Lindbrook Capital's SSB Position: Q1 2025 in Review

Lindbrook Capital reduced its SouthState Bank Corp (SSB) stake by 15% in Q1 2025, selling an estimated $1.77K and leaving 100 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Lindbrook Capital first reported a position in SSB in Q4 2018 and has held it in 19 quarters since. The position peaked at $11.7K in Q4 2024. 457 funds tracked by Wall St. Rank hold SSB as of Q1 2025.

  • Lindbrook Capital held 100 shares of SouthState Bank Corp worth $9.28K as of Q1 2025.
  • Lindbrook Capital sold 18 SouthState Bank Corp shares in Q1 2025, an estimated $1.77K.
  • SouthState Bank Corp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1686 holding.
  • Lindbrook Capital first reported a position in SouthState Bank Corp in Q4 2018 and has held it in 19 quarters since.
  • Lindbrook Capital's SouthState Bank Corp position peaked at $11.7K in Q4 2024.
  • 457 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.