N.E.W. Advisory Services’s SouthState Bank Corp SSB Stock Holding History

N.E.W. Advisory Services’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
2025 Q3	–	Sell	-23	Closed	-$2.12K	–	872
2025 Q2	$2.12K	Hold	23	–	–	﹤0.01%	732
2025 Q1	$2.13K	Buy	+23	New	+$2.26K	﹤0.01%	784

Other funds holding SSB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

N.E.W. Advisory Services's SSB Position: Q3 2025 in Review

N.E.W. Advisory Services sold out of SouthState Bank Corp (SSB) in Q3 2025, closing a stake of 23 shares — an estimated $2.12K sold.

N.E.W. Advisory Services first reported a position in SSB in Q1 2025 and held it in 2 quarters. The position peaked at $2.13K in Q1 2025. 461 funds tracked by Wall St. Rank hold SSB as of Q3 2025.

N.E.W. Advisory Services reported no remaining SouthState Bank Corp position as of Q3 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 23 SouthState Bank Corp shares in Q3 2025, an estimated $2.12K.
N.E.W. Advisory Services first reported a position in SouthState Bank Corp in Q1 2025 and held it in 2 quarters.
N.E.W. Advisory Services's SouthState Bank Corp position peaked at $2.13K in Q1 2025.
461 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2025.

Based on N.E.W. Advisory Services's 13F filing for Q3 2025, filed 27 Oct 2025.