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NewSquare Capital’s SouthState Bank Corp SSB Stock Holding History

NewSquare Capital’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
-4
Closed -$368 – 1096
2025
Q2 		$368 Hold
4
– – ﹤0.01% 1171
2025
Q1 		$371 Hold
4
– – ﹤0.01% 1064
2024
Q4 		$398 Buy
+4
New +$412 ﹤0.01% 751

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewSquare Capital's SSB Position: Q3 2025 in Review

NewSquare Capital sold out of SouthState Bank Corp (SSB) in Q3 2025, closing a stake of 4 shares — an estimated $368 sold.

NewSquare Capital first reported a position in SSB in Q4 2024 and held it in 3 quarters. The position peaked at $398 in Q4 2024. 461 funds tracked by Wall St. Rank hold SSB as of Q3 2025.

  • NewSquare Capital reported no remaining SouthState Bank Corp position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 4 SouthState Bank Corp shares in Q3 2025, an estimated $368.
  • NewSquare Capital first reported a position in SouthState Bank Corp in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's SouthState Bank Corp position peaked at $398 in Q4 2024.
  • 461 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.