Rockefeller Capital Management
SSB icon

Rockefeller Capital Management’s SouthState Bank Corp SSB Stock Holding History

Rockefeller Capital Management’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
Q1 		$207K Buy
2,241
+789
+54% +$77.4K ﹤0.01% 2475
2025
Q4 		$137K Sell
1,452
-280
-16% -$25.9K ﹤0.01% 2561
2025
Q3 		$171K Buy
+1,732
New +$170K ﹤0.01% 2306
2023
Q1 		– Sell
-591
Closed -$45K – 3656
2022
Q4 		$45K Buy
591
+161
+37% +$13.5K ﹤0.01% 2441
2022
Q3 		$34K Buy
430
+305
+244% +$24.5K ﹤0.01% 2538
2022
Q2 		$9K Sell
125
-493
-80% -$38.4K ﹤0.01% 3191
2022
Q1 		$50K Sell
618
-112
-15% -$9.65K ﹤0.01% 2301
2021
Q4 		$58K Buy
730
+173
+31% +$13.7K ﹤0.01% 2153
2021
Q3 		$41K Hold
557
– – ﹤0.01% 2235
2021
Q2 		$45K Sell
557
-53
-9% -$4.51K ﹤0.01% 2130
2021
Q1 		$47K Buy
610
+557
+1,051% +$44.8K ﹤0.01% 1917
2020
Q4 		$3K Hold
53
– – ﹤0.01% 2587
2020
Q3 		$2K Sell
53
-14
-21% -$723 ﹤0.01% 2426
2020
Q2 		$3K Buy
67
+14
+26% +$731 ﹤0.01% 2261
2020
Q1 		$3K Buy
+53
New +$3.92K ﹤0.01% 2118

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Rockefeller Capital Management's SSB Position: Q1 2026 in Review

Rockefeller Capital Management increased its SouthState Bank Corp (SSB) stake by 54% in Q1 2026, buying an estimated $77.4K and bringing the position to 2,241 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2475.

Rockefeller Capital Management first reported a position in SSB in Q1 2020 and has held it in 15 quarters since. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Rockefeller Capital Management held 2,241 shares of SouthState Bank Corp worth $207K as of Q1 2026.
  • Rockefeller Capital Management bought 789 SouthState Bank Corp shares in Q1 2026, an estimated $77.4K.
  • SouthState Bank Corp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2475 holding.
  • Rockefeller Capital Management first reported a position in SouthState Bank Corp in Q1 2020 and has held it in 15 quarters since.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.