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Principal Securities’s SouthState Bank Corp SSB Stock Holding History

Principal Securities’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
Q4 		– Sell
-48
Closed -$4.75K – 3238
2025
Q3 		$4.75K Buy
48
+9
+23% +$884 ﹤0.01% 2979
2025
Q2 		$3.59K Sell
39
-35
-47% -$3.07K ﹤0.01% 2966
2025
Q1 		$7.36K Hold
74
– – ﹤0.01% 2645
2024
Q4 		$7.36K Sell
74
-10
-12% -$1.03K ﹤0.01% 2642
2024
Q3 		$8.16K Buy
84
+3
+4% +$274 ﹤0.01% 2520
2024
Q2 		$6.19K Hold
81
– – ﹤0.01% 2569
2024
Q1 		$6.89K Hold
81
– – ﹤0.01% 2489
2023
Q4 		$6.84K Buy
+81
New +$5.98K ﹤0.01% 2414

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Securities's SSB Position: Q4 2025 in Review

Principal Securities sold out of SouthState Bank Corp (SSB) in Q4 2025, closing a stake of 48 shares — an estimated $4.75K sold.

Principal Securities first reported a position in SSB in Q4 2023 and held it in 8 quarters. The position peaked at $8.16K in Q3 2024. 485 funds tracked by Wall St. Rank hold SSB as of Q4 2025.

  • Principal Securities reported no remaining SouthState Bank Corp position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 48 SouthState Bank Corp shares in Q4 2025, an estimated $4.75K.
  • Principal Securities first reported a position in SouthState Bank Corp in Q4 2023 and held it in 8 quarters.
  • Principal Securities's SouthState Bank Corp position peaked at $8.16K in Q3 2024.
  • 485 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.