Montag & Associates’s SouthState Bank Corp SSB Stock Holding History

Montag & Associates’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 Q1	$1.69M	Sell	18,319 -2	-0%	-$196	0.08%	185
2025 Q4	$1.72M	Hold	18,321	–	–	0.08%	176
2025 Q3	$1.81M	Buy	18,321 +3	+0%	+$295	0.08%	176
2025 Q2	$1.69M	Buy	18,318 +3	+0%	+$264	0.08%	182
2025 Q1	$1.7M	Hold	18,315	–	–	0.09%	183
2024 Q4	$1.82M	Hold	18,315	–	–	0.09%	186
2024 Q3	$1.78M	Buy	18,315 +2	+0%	+$183	0.08%	189
2024 Q2	$1.4M	Hold	18,313	–	–	0.07%	201
2024 Q1	$1.56M	Buy	18,313 +19	+0.1%	+$1.56K	0.08%	204
2023 Q4	$1.54M	Hold	18,294	–	–	0.09%	181
2023 Q3	$1.23M	Hold	18,294	–	–	0.08%	194
2023 Q2	$1.2M	Hold	18,294	–	–	0.07%	187
2023 Q1	$1.3M	Hold	18,294	–	–	0.09%	177
2022 Q4	$1.4M	Hold	18,294	–	–	0.09%	172
2022 Q3	$1.45M	Hold	18,294	–	–	0.1%	169
2022 Q2	$1.41M	Hold	18,294	–	–	0.09%	179
2022 Q1	$1.49M	Buy	18,294 +18,000	+6,122%	+$1.55M	0.08%	191
2021 Q4	$24K	Hold	294	–	–	﹤0.01%	658
2021 Q3	$22K	Hold	294	–	–	﹤0.01%	663
2021 Q2	$24K	Hold	294	–	–	﹤0.01%	647
2021 Q1	$23K	Hold	294	–	–	﹤0.01%	654
2020 Q4	$21K	Buy	+294	New	+$19.3K	﹤0.01%	636

Other funds holding SSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Montag & Associates's SSB Position: Q1 2026 in Review

Montag & Associates reduced its SouthState Bank Corp (SSB) stake by 0.01% in Q1 2026, selling an estimated $196 and leaving 18,319 shares worth $1.69M. The position accounts for 0.08% of the portfolio, ranked #185.

Montag & Associates first reported a position in SSB in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.82M in Q4 2024. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

Montag & Associates held 18,319 shares of SouthState Bank Corp worth $1.69M as of Q1 2026.
Montag & Associates sold 2 SouthState Bank Corp shares in Q1 2026, an estimated $196.
SouthState Bank Corp made up 0.08% of Montag & Associates's portfolio in Q1 2026, its #185 holding.
Montag & Associates first reported a position in SouthState Bank Corp in Q4 2020 and has held it in 22 quarters since.
Montag & Associates's SouthState Bank Corp position peaked at $1.82M in Q4 2024.
511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.