Pathstone Holdings
SSB icon

Pathstone Holdings’s SouthState Bank Corp SSB Stock Holding History

Pathstone Holdings’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
2026
Q2 		$1.96M Sell
19,664
-2,995
-13% -$289K 0.01% 1117
2026
Q1 		$2.1M Buy
22,659
+2,375
+12% +$233K 0.01% 998
2025
Q4 		$1.91M Sell
20,284
-2,148
-10% -$199K 0.01% 1041
2025
Q3 		$2.22M Sell
22,432
-761
-3% -$74.7K 0.01% 960
2025
Q2 		$2.13M Sell
23,193
-619
-3% -$54.4K 0.01% 962
2025
Q1 		$2.21M Buy
23,812
+16,322
+218% +$1.61M 0.01% 924
2024
Q4 		$745K Sell
7,490
-254
-3% -$26.2K ﹤0.01% 1517
2024
Q3 		$753K Sell
7,744
-1,936
-20% -$177K ﹤0.01% 1515
2024
Q2 		$740K Sell
9,680
-122
-1% -$9.45K ﹤0.01% 1485
2024
Q1 		$833K Buy
9,802
+680
+7% +$56K ﹤0.01% 1391
2023
Q4 		$770K Buy
+9,122
New +$673K ﹤0.01% 1230

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings's SSB Position: Q2 2026 in Review

Pathstone Holdings reduced its SouthState Bank Corp (SSB) stake by 13% in Q2 2026, selling an estimated $289K and leaving 19,664 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #1117.

Pathstone Holdings first reported a position in SSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.22M in Q3 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Pathstone Holdings held 19,664 shares of SouthState Bank Corp worth $1.96M as of Q2 2026.
  • Pathstone Holdings sold 2,995 SouthState Bank Corp shares in Q2 2026, an estimated $289K.
  • SouthState Bank Corp made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1117 holding.
  • Pathstone Holdings first reported a position in SouthState Bank Corp in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's SouthState Bank Corp position peaked at $2.22M in Q3 2025.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.