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Rothschild Investment LLC’s SouthState Bank Corp SSB Stock Holding History

Rothschild Investment LLC’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 		$395K Buy
3,958
+3,852
+3,634% +$371K 0.01% 681
2026
Q1 		$9.81K Sell
106
-381
-78% -$37.4K ﹤0.01% 1694
2025
Q4 		$45.8K Sell
487
-2,308
-83% -$214K ﹤0.01% 1051
2025
Q3 		$276K Buy
+2,795
New +$274K 0.02% 506
2025
Q2 		– Sell
-134
Closed -$12.4K – 3177
2025
Q1 		$12.4K Buy
134
+64
+91% +$6.3K ﹤0.01% 1122
2024
Q4 		$6.96K Buy
70
+10
+17% +$1.03K ﹤0.01% 1237
2024
Q3 		$5.83K Buy
60
+25
+71% +$2.29K ﹤0.01% 1245
2024
Q2 		$2.67K Buy
35
+30
+600% +$2.32K ﹤0.01% 1314
2024
Q1 		$425 Buy
+5
New +$412 ﹤0.01% 1416

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return

Rothschild Investment LLC's SSB Position: Q2 2026 in Review

Rothschild Investment LLC increased its SouthState Bank Corp (SSB) stake by 3,634% in Q2 2026, buying an estimated $371K and bringing the position to 3,958 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #681.

Rothschild Investment LLC first reported a position in SSB in Q1 2024 and has held it in 9 quarters since. 256 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Rothschild Investment LLC held 3,958 shares of SouthState Bank Corp worth $395K as of Q2 2026.
  • Rothschild Investment LLC bought 3,852 SouthState Bank Corp shares in Q2 2026, an estimated $371K.
  • SouthState Bank Corp made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #681 holding.
  • Rothschild Investment LLC first reported a position in SouthState Bank Corp in Q1 2024 and has held it in 9 quarters since.
  • 256 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.