SouthState Corp’s Bank of New York Mellon BNY Stock Holding History

SouthState Corp’s Portfolio BNY Stock Details BNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.12M	Sell	14,641 -462	-3%	-$72.6K	0.09%	150
2026 Q2	$2.18M	Buy	15,103 +477	+3%	+$65.2K	0.09%	150
2026 Q1	$1.74M	Hold	14,626	–	–	0.08%	160
2025 Q4	$1.7M	Sell	14,626 -6	-0%	-$664	0.08%	161
2025 Q3	$1.59M	Sell	14,632 -114	-0.8%	-$11.6K	0.07%	164
2025 Q2	$1.34M	Sell	14,746 -106	-0.7%	-$9K	0.06%	178
2025 Q1	$1.25M	Buy	14,852 +5,676	+62%	+$477K	0.06%	179
2024 Q4	$705K	Buy	9,176 +9,129	+19,423%	+$706K	0.05%	177
2024 Q3	$3.38K	Hold	47	–	–	﹤0.01%	548
2024 Q2	$2.82K	Buy	+47	New	+$2.72K	﹤0.01%	577
2023 Q4	–	Sell	-125	Closed	-$5.33K	–	601
2023 Q3	$5.33K	Buy	+125	New	+$5.57K	﹤0.01%	520
2023 Q1	–	Sell	-297	Closed	-$13.5K	–	643
2022 Q4	$13.5K	Hold	297	–	–	﹤0.01%	522
2022 Q3	$11K	Hold	297	–	–	﹤0.01%	532
2022 Q2	$12K	Hold	297	–	–	﹤0.01%	565
2022 Q1	$15K	Sell	297 -23	-7%	-$1.31K	﹤0.01%	567
2021 Q4	$18K	Buy	+320	New	+$18.4K	﹤0.01%	501
2018 Q3	–	Sell	-4,600	Closed	-$248K	–	267
2018 Q2	$248K	Sell	4,600 -1,015	-18%	-$56K	0.03%	242
2018 Q1	$289K	Buy	5,615 +100	+2%	+$5.56K	0.03%	219
2017 Q4	$297K	Buy	5,515 +15	+0.3%	+$799	0.03%	254
2017 Q3	$292K	Sell	5,500 -115	-2%	-$6.04K	0.03%	208
2017 Q2	$286K	Buy	+5,615	New	+$269K	0.04%	208

Other funds holding BNY

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

SouthState Corp's BNY Position: Q3 2026 in Review

SouthState Corp reduced its Bank of New York Mellon (BNY) stake by 3.1% in Q3 2026, selling an estimated $72.6K and leaving 14,641 shares worth $2.12M. The position accounts for 0.09% of the portfolio, ranked #150.

SouthState Corp first reported a position in BNY in Q2 2017 and has held it in 21 quarters since. The position peaked at $2.18M in Q2 2026. 1,665 funds tracked by Wall St. Rank hold BNY as of Q3 2026.

SouthState Corp held 14,641 shares of Bank of New York Mellon worth $2.12M as of Q3 2026.
SouthState Corp sold 462 Bank of New York Mellon shares in Q3 2026, an estimated $72.6K.
Bank of New York Mellon made up 0.09% of SouthState Corp's portfolio in Q3 2026, its #150 holding.
SouthState Corp first reported a position in Bank of New York Mellon in Q2 2017 and has held it in 21 quarters since.
SouthState Corp's Bank of New York Mellon position peaked at $2.18M in Q2 2026.
1,665 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q3 2026.

Based on SouthState Corp's 13F filing for Q3 2026, filed 9 Nov 2026.