SouthState Corp’s Factset FDS Stock Holding History

SouthState Corp’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.55K	Sell	44 -12	-21%	-$2.8K	﹤0.01%	663
2025 Q4	$16.3K	Buy	56 +11	+24%	+$3.09K	﹤0.01%	606
2025 Q3	$12.9K	Sell	45 -1	-2%	-$382	﹤0.01%	629
2025 Q2	$20.6K	Sell	46 -14	-23%	-$6.13K	﹤0.01%	649
2025 Q1	$27.3K	Buy	60 +56	+1,400%	+$25.5K	﹤0.01%	629
2024 Q4	$1.92K	Buy	+4	New	+$1.9K	﹤0.01%	634
2024 Q2	–	Sell	-156	Closed	-$70.9K	–	683
2024 Q1	$70.9K	Buy	+156	New	+$72.7K	0.01%	344
2021 Q4	–	Sell	-157	Closed	-$62K	–	720
2021 Q3	$62K	Buy	+157	New	+$57.1K	0.01%	332

Other funds holding FDS

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return