SouthState Corp’s Fidelity MSCI Consumer Discretionary Index ETF FDIS Stock Holding History

SouthState Corp’s Portfolio FDIS Stock Details FDIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-87	Closed	-$8.89K	–	1328
2025 Q4	$8.89K	Buy	+87	New	+$8.83K	﹤0.01%	705
2023 Q2	–	Sell	-1,083	Closed	-$70.9K	–	606
2023 Q1	$70.9K	Hold	1,083	–	–	0.01%	343
2022 Q4	$61.4K	Hold	1,083	–	–	0.01%	375
2022 Q3	$66K	Hold	1,083	–	–	0.01%	356
2022 Q2	$64K	Hold	1,083	–	–	0.01%	370
2022 Q1	$86K	Buy	+1,083	New	+$85.4K	0.01%	384

Other funds holding FDIS

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFS

Fischer Financial Services Harrisburg, Pennsylvania $398M AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SouthState Corp's FDIS Position: Q1 2026 in Review

SouthState Corp sold out of Fidelity MSCI Consumer Discretionary Index ETF (FDIS) in Q1 2026, closing a stake of 87 shares — an estimated $8.89K sold.

SouthState Corp first reported a position in FDIS in Q1 2022 and held it in 6 quarters. The position peaked at $86K in Q1 2022. 227 funds tracked by Wall St. Rank hold FDIS as of Q1 2026.

SouthState Corp reported no remaining Fidelity MSCI Consumer Discretionary Index ETF position as of Q1 2026 after selling out during the quarter.
SouthState Corp sold 87 Fidelity MSCI Consumer Discretionary Index ETF shares in Q1 2026, an estimated $8.89K.
SouthState Corp first reported a position in Fidelity MSCI Consumer Discretionary Index ETF in Q1 2022 and held it in 6 quarters.
SouthState Corp's Fidelity MSCI Consumer Discretionary Index ETF position peaked at $86K in Q1 2022.
227 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Discretionary Index ETF as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.