Moisand Fitzgerald Tamayo’s SouthState Bank Corp SSB Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	$217K	Hold	2,174	–	–	0.02%	121
2026 Q1	$201K	Hold	2,174	–	–	0.02%	118
2025 Q4	$205K	Sell	2,174 -144	-6%	-$13.3K	0.02%	117
2025 Q3	$229K	Hold	2,318	–	–	0.03%	110
2025 Q2	$213K	Hold	2,318	–	–	0.03%	110
2025 Q1	$215K	Hold	2,318	–	–	0.03%	108
2024 Q4	$231K	Hold	2,318	–	–	0.03%	104
2024 Q3	$225K	Buy	2,318 +2,154	+1,313%	+$197K	0.03%	105
2024 Q2	$12.5K	Hold	164	–	–	﹤0.01%	292
2024 Q1	$13.9K	Hold	164	–	–	﹤0.01%	281
2023 Q4	$13.8K	Sell	164 -899	-85%	-$66.4K	﹤0.01%	296
2023 Q3	$71.6K	Hold	1,063	–	–	0.02%	151
2023 Q2	$69.9K	Hold	1,063	–	–	0.01%	149
2023 Q1	$75.8K	Hold	1,063	–	–	0.02%	147
2022 Q4	$81.2K	Hold	1,063	–	–	0.02%	138
2022 Q3	$84K	Hold	1,063	–	–	0.02%	124
2022 Q2	$82K	Hold	1,063	–	–	0.02%	130
2022 Q1	$87K	Hold	1,063	–	–	0.04%	88
2021 Q4	$85K	Hold	1,063	–	–	0.02%	117
2021 Q3	$79K	Hold	1,063	–	–	0.03%	120
2021 Q2	$87K	Hold	1,063	–	–	0.03%	118
2021 Q1	$83K	Hold	1,063	–	–	0.04%	107
2020 Q4	$77K	Hold	1,063	–	–	0.03%	110
2020 Q3	$51K	Buy	1,063 +899	+548%	+$46.5K	0.03%	118
2020 Q2	$8K	Buy	+164	New	+$8.56K	﹤0.01%	201

Other funds holding SSB

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SSB Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 2,174 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #121.

Moisand Fitzgerald Tamayo first reported a position in SSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $231K in Q4 2024. 85 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Moisand Fitzgerald Tamayo held 2,174 shares of SouthState Bank Corp worth $217K as of Q2 2026.
Moisand Fitzgerald Tamayo left its SouthState Bank Corp share count unchanged in Q2 2026.
SouthState Bank Corp made up 0.02% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #121 holding.
Moisand Fitzgerald Tamayo first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 25 quarters since.
Moisand Fitzgerald Tamayo's SouthState Bank Corp position peaked at $231K in Q4 2024.
85 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.