SouthState Corp’s loanDepot LDI Stock Holding History

SouthState Corp’s Portfolio LDI Stock Details LDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-294	Closed	-$350	–	1724
2025 Q1	$350	Buy	+294	New	+$476	﹤0.01%	1600

Other funds holding LDI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

PCM

Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return

KAM

Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SouthState Corp's LDI Position: Q2 2025 in Review

SouthState Corp sold out of loanDepot (LDI) in Q2 2025, closing a stake of 294 shares — an estimated $350 sold.

SouthState Corp first reported a position in LDI in Q1 2025 and held it in 1 quarter. The position peaked at $350 in Q1 2025. 87 funds tracked by Wall St. Rank hold LDI as of Q2 2025.

SouthState Corp reported no remaining loanDepot position as of Q2 2025 after selling out during the quarter.
SouthState Corp sold 294 loanDepot shares in Q2 2025, an estimated $350.
SouthState Corp first reported a position in loanDepot in Q1 2025 and held it in 1 quarter.
SouthState Corp's loanDepot position peaked at $350 in Q1 2025.
87 funds tracked by Wall St. Rank held loanDepot as of Q2 2025.

Based on SouthState Corp's 13F filing for Q2 2025, filed 6 Aug 2025.