Security National Trust’s SouthState Bank Corp SSB Stock Holding History

Security National Trust’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
2021 Q3	$339K	Hold	4,142	–	–	0.08%	130
2021 Q2	$339K	Buy	+4,142	New	+$352K	0.08%	135

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Security National Trust's SSB Position: Q3 2021 in Review

Security National Trust held its SouthState Bank Corp (SSB) position steady in Q3 2021 at 4,142 shares worth $339K. The position accounts for 0.08% of the portfolio, ranked #130.

Security National Trust first reported a position in SSB in Q2 2021 and has held it in 2 quarters since. 297 funds tracked by Wall St. Rank hold SSB as of Q3 2021.

Security National Trust held 4,142 shares of SouthState Bank Corp worth $339K as of Q3 2021.
Security National Trust left its SouthState Bank Corp share count unchanged in Q3 2021.
SouthState Bank Corp made up 0.08% of Security National Trust's portfolio in Q3 2021, its #130 holding.
Security National Trust first reported a position in SouthState Bank Corp in Q2 2021 and has held it in 2 quarters since.
297 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.