Paloma Partners’s SouthState Bank Corp SSB Stock Holding History

Paloma Partners’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
2024 Q4	–	Sell	-2,500	Closed	-$243K	–	984
2024 Q3	$243K	Buy	+2,500	New	+$229K	0.01%	904
2021 Q2	–	Sell	-2,763	Closed	-$217K	–	2245
2021 Q1	$217K	Buy	+2,763	New	+$222K	﹤0.01%	1713
2020 Q3	–	Sell	-19,900	Closed	-$949K	–	2422
2020 Q2	$949K	Buy	+19,900	New	+$1.04M	0.02%	949
2020 Q1	–	Sell	-6,372	Closed	-$553K	–	2015
2019 Q4	$553K	Sell	6,372 -11,666	-65%	-$947K	0.01%	1339
2019 Q3	$1.36M	Buy	18,038 +8,492	+89%	+$640K	0.03%	599
2019 Q2	$704K	Buy	+9,546	New	+$686K	0.01%	860
2018 Q2	–	Sell	-4,844	Closed	-$413K	–	2157
2018 Q1	$413K	Buy	+4,844	New	+$429K	0.01%	1474
2017 Q1	–	Sell	-8,303	Closed	-$725K	–	2222
2016 Q4	$725K	Buy	+8,303	New	+$671K	0.01%	1339
2016 Q2	–	Sell	-3,254	Closed	-$209K	–	2328
2016 Q1	$209K	Buy	+3,254	New	+$209K	﹤0.01%	1675
2015 Q3	–	Sell	-2,900	Closed	-$220K	–	1902
2015 Q2	$220K	Buy	+2,900	New	+$207K	﹤0.01%	1508

Other funds holding SSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Paloma Partners's SSB Position: Q4 2024 in Review

Paloma Partners sold out of SouthState Bank Corp (SSB) in Q4 2024, closing a stake of 2,500 shares — an estimated $243K sold.

Paloma Partners first reported a position in SSB in Q2 2015 and held it in 10 quarters. The position peaked at $1.36M in Q3 2019. 419 funds tracked by Wall St. Rank hold SSB as of Q4 2024.

Paloma Partners reported no remaining SouthState Bank Corp position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 2,500 SouthState Bank Corp shares in Q4 2024, an estimated $243K.
Paloma Partners first reported a position in SouthState Bank Corp in Q2 2015 and held it in 10 quarters.
Paloma Partners's SouthState Bank Corp position peaked at $1.36M in Q3 2019.
419 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.