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MOTCO’s SouthState Bank Corp SSB Stock Holding History

MOTCO’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 		$199 Buy
+2
New +$210 ﹤0.01% 859
2017
Q3 		– Sell
-134
Closed -$11K – 597
2017
Q2 		$11K Buy
+134
New +$11.6K ﹤0.01% 482

Other funds holding SSB

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

MOTCO's SSB Position: Q3 2026 in Review

MOTCO opened a new position in SouthState Bank Corp (SSB) in Q3 2026: 2 shares worth $199. The stake represents ﹤0.01% of the portfolio and ranks #859 among its holdings. This is a return to the name: MOTCO previously reported a position in SSB as recently as Q2 2017.

MOTCO first reported a position in SSB in Q2 2017 and has held it in 2 quarters since. The position peaked at $11K in Q2 2017. 315 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

  • MOTCO held 2 shares of SouthState Bank Corp worth $199 as of Q3 2026.
  • SouthState Bank Corp was a new MOTCO position in Q3 2026.
  • SouthState Bank Corp made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #859 holding.
  • MOTCO first reported a position in SouthState Bank Corp in Q2 2017 and has held it in 2 quarters since.
  • MOTCO's SouthState Bank Corp position peaked at $11K in Q2 2017.
  • 315 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.