SouthState Corp’s Moelis & Co MC Stock Holding History

SouthState Corp’s Portfolio MC Stock Details MC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-41	Closed	-$2.82K	–	1351
2025 Q4	$2.82K	Buy	+41	New	+$2.74K	﹤0.01%	915
2025 Q2	–	Sell	-5	Closed	-$292	–	1730
2025 Q1	$292	Buy	+5	New	+$353	﹤0.01%	1616

Other funds holding MC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SouthState Corp's MC Position: Q1 2026 in Review

SouthState Corp sold out of Moelis & Co (MC) in Q1 2026, closing a stake of 41 shares — an estimated $2.82K sold.

SouthState Corp first reported a position in MC in Q1 2025 and held it in 2 quarters. The position peaked at $2.82K in Q4 2025. 401 funds tracked by Wall St. Rank hold MC as of Q1 2026.

SouthState Corp reported no remaining Moelis & Co position as of Q1 2026 after selling out during the quarter.
SouthState Corp sold 41 Moelis & Co shares in Q1 2026, an estimated $2.82K.
SouthState Corp first reported a position in Moelis & Co in Q1 2025 and held it in 2 quarters.
SouthState Corp's Moelis & Co position peaked at $2.82K in Q4 2025.
401 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

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