Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
NFG
Norris Financial Group’s
SouthState Bank Corp
SSB
Stock Holding History
Norris Financial Group’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
2023
Q2
–
Sell
-3,020
Closed
-$215K
–
71
2023
Q1
$215K
Buy
3,020
+20
+0.7%
+$1.56K
0.16%
61
2022
Q4
$229K
Hold
3,000
–
–
0.19%
61
2022
Q3
$237K
Hold
3,000
–
–
0.22%
58
2022
Q2
$231K
Hold
3,000
–
–
0.19%
57
2022
Q1
$245K
Sell
3,000
-50
-2%
-$4.31K
0.15%
68
2021
Q4
$244K
Sell
3,050
-6
-0.2%
-$477
0.15%
75
2021
Q3
$228K
Buy
3,056
+56
+2%
+$3.99K
0.15%
77
2021
Q2
$245K
Hold
3,000
–
–
0.17%
74
2021
Q1
$236K
Hold
3,000
–
–
0.17%
70
2020
Q4
$217K
Buy
+3,000
New
+$197K
0.17%
60
2020
Q1
–
Sell
-3,000
Closed
-$260K
–
79
2019
Q4
$260K
Buy
+3,000
New
+$243K
0.24%
51
Other funds holding SSB
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close