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 Q2	$1.83M	Hold	18,319	–	–	0.08%	179
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Montag & Associates's SSB Position: Q2 2026 in Review

Montag & Associates held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 18,319 shares worth $1.83M. The position accounts for 0.08% of the portfolio, ranked #179.

Montag & Associates first reported a position in SSB in Q4 2020 and has held it in 23 quarters since. 559 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Montag & Associates held 18,319 shares of SouthState Bank Corp worth $1.83M as of Q2 2026.
Montag & Associates left its SouthState Bank Corp share count unchanged in Q2 2026.
SouthState Bank Corp made up 0.08% of Montag & Associates's portfolio in Q2 2026, its #179 holding.
Montag & Associates first reported a position in SouthState Bank Corp in Q4 2020 and has held it in 23 quarters since.
559 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.