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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Norris Financial Group's SSB Position: Q2 2023 in Review

Norris Financial Group sold out of SouthState Bank Corp (SSB) in Q2 2023, closing a stake of 3,020 shares — an estimated $215K sold.

Norris Financial Group first reported a position in SSB in Q4 2019 and held it in 11 quarters. The position peaked at $260K in Q4 2019. 326 funds tracked by Wall St. Rank hold SSB as of Q2 2023.

Norris Financial Group reported no remaining SouthState Bank Corp position as of Q2 2023 after selling out during the quarter.
Norris Financial Group sold 3,020 SouthState Bank Corp shares in Q2 2023, an estimated $215K.
Norris Financial Group first reported a position in SouthState Bank Corp in Q4 2019 and held it in 11 quarters.
Norris Financial Group's SouthState Bank Corp position peaked at $260K in Q4 2019.
326 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2023.

Based on Norris Financial Group's 13F filing for Q2 2023, filed 20 May 2026.