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Moody National Bank Trust Division’s SouthState Bank Corp SSB Stock Holding History

Moody National Bank Trust Division’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
Q3 		$951K Hold
9,557
– – 0.08% 241
2026
Q2 		$955K Sell
9,557
-2,545
-21% -$245K 0.08% 247
2026
Q1 		$1.12M Hold
12,102
– – 0.11% 190
2025
Q4 		$1.14M Buy
+12,102
New +$1.12M 0.11% 189
2025
Q3 		– Sell
-12,102
Closed -$1.11M – 529
2025
Q2 		$1.11M Buy
12,102
+607
+5% +$53.3K 0.1% 221
2025
Q1 		$1.07M Buy
11,495
+76
+0.7% +$7.48K 0.11% 215
2024
Q4 		$1.14M Hold
11,419
– – 0.12% 199
2024
Q3 		$1.11M Buy
11,419
+1,574
+16% +$144K 0.12% 209
2024
Q2 		$752K Hold
9,845
– – 0.06% 236
2024
Q1 		$837K Hold
9,845
– – 0.07% 224
2023
Q4 		$831K Buy
9,845
+1,828
+23% +$135K 0.06% 234
2023
Q3 		$540K Hold
8,017
– – 0.03% 363
2023
Q2 		$528K Hold
8,017
– – 0.04% 357
2023
Q1 		$571K Buy
8,017
+2,925
+57% +$228K 0.05% 333
2022
Q4 		$389K Buy
5,092
+1,417
+39% +$119K 0.03% 417
2022
Q3 		$291K Buy
+3,675
New +$296K 0.03% 477
2019
Q2 		– Sell
-64
Closed -$4K – 890
2019
Q1 		$4K Buy
+64
New +$4.3K ﹤0.01% 1081

Other funds holding SSB

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Moody National Bank Trust Division's SSB Position: Q3 2026 in Review

Moody National Bank Trust Division held its SouthState Bank Corp (SSB) position steady in Q3 2026 at 9,557 shares worth $951K. The position accounts for 0.08% of the portfolio, ranked #241.

Moody National Bank Trust Division first reported a position in SSB in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.14M in Q4 2025. 59 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

  • Moody National Bank Trust Division held 9,557 shares of SouthState Bank Corp worth $951K as of Q3 2026.
  • Moody National Bank Trust Division left its SouthState Bank Corp share count unchanged in Q3 2026.
  • SouthState Bank Corp made up 0.08% of Moody National Bank Trust Division's portfolio in Q3 2026, its #241 holding.
  • Moody National Bank Trust Division first reported a position in SouthState Bank Corp in Q1 2019 and has held it in 17 quarters since.
  • Moody National Bank Trust Division's SouthState Bank Corp position peaked at $1.14M in Q4 2025.
  • 59 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.