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Rise Advisors’s SouthState Bank Corp SSB Stock Holding History

Rise Advisors’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
-351
Closed -$34.7K – 1247
2025
Q3 		$34.7K Hold
351
– – 0.01% 338
2025
Q2 		$32.3K Hold
351
– – 0.01% 323
2025
Q1 		$32.6K Buy
+351
New +$34.6K 0.01% 307

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rise Advisors's SSB Position: Q4 2025 in Review

Rise Advisors sold out of SouthState Bank Corp (SSB) in Q4 2025, closing a stake of 351 shares — an estimated $34.7K sold.

Rise Advisors first reported a position in SSB in Q1 2025 and held it in 3 quarters. The position peaked at $34.7K in Q3 2025. 485 funds tracked by Wall St. Rank hold SSB as of Q4 2025.

  • Rise Advisors reported no remaining SouthState Bank Corp position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 351 SouthState Bank Corp shares in Q4 2025, an estimated $34.7K.
  • Rise Advisors first reported a position in SouthState Bank Corp in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's SouthState Bank Corp position peaked at $34.7K in Q3 2025.
  • 485 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.