Private Trust Company’s SouthState Bank Corp SSB Stock Holding History

Private Trust Company’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 Q3	–	Sell	-3	Closed	-$276	–	2660
2025 Q2	$276	Hold	3	–	–	﹤0.01%	2429
2025 Q1	$278	Sell	3 -124	-98%	-$12.2K	﹤0.01%	2441
2024 Q4	$12.6K	Buy	127 +28	+28%	+$2.88K	﹤0.01%	1666
2024 Q3	$9.62K	Hold	99	–	–	﹤0.01%	1743
2024 Q2	$7.57K	Buy	99 +8	+9%	+$620	﹤0.01%	1777
2024 Q1	$7.74K	Sell	91 -8	-8%	-$659	﹤0.01%	1749
2023 Q4	$8.36K	Buy	99 +16	+19%	+$1.18K	﹤0.01%	1717
2023 Q3	$5.59K	Hold	83	–	–	﹤0.01%	1825
2023 Q2	$5.46K	Hold	83	–	–	﹤0.01%	1859
2023 Q1	$5.92K	Hold	83	–	–	﹤0.01%	1790
2022 Q4	$6K	Sell	83 -19	-19%	-$1.59K	﹤0.01%	1761
2022 Q3	$8K	Sell	102 -14	-12%	-$1.13K	﹤0.01%	1545
2022 Q2	$9K	Buy	+116	New	+$9.04K	﹤0.01%	1554

Other funds holding SSB

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Private Trust Company's SSB Position: Q3 2025 in Review

Private Trust Company sold out of SouthState Bank Corp (SSB) in Q3 2025, closing a stake of 3 shares — an estimated $276 sold.

Private Trust Company first reported a position in SSB in Q2 2022 and held it in 13 quarters. The position peaked at $12.6K in Q4 2024. 461 funds tracked by Wall St. Rank hold SSB as of Q3 2025.

Private Trust Company reported no remaining SouthState Bank Corp position as of Q3 2025 after selling out during the quarter.
Private Trust Company sold 3 SouthState Bank Corp shares in Q3 2025, an estimated $276.
Private Trust Company first reported a position in SouthState Bank Corp in Q2 2022 and held it in 13 quarters.
Private Trust Company's SouthState Bank Corp position peaked at $12.6K in Q4 2024.
461 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2025.

Based on Private Trust Company's 13F filing for Q3 2025, filed 15 Oct 2025.