SouthState Corp’s Polaris PII Stock Holding History

SouthState Corp’s Portfolio PII Stock Details PII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.91K	Hold	35	–	–	﹤0.01%	909
2025 Q4	$2.21K	Sell	35 -20	-36%	-$1.32K	﹤0.01%	964
2025 Q3	$3.2K	Sell	55 -5	-8%	-$270	﹤0.01%	842
2025 Q2	$2.44K	Sell	60 -21	-26%	-$791	﹤0.01%	1056
2025 Q1	$3.32K	Buy	+81	New	+$3.86K	﹤0.01%	1068
2023 Q3	–	Sell	-996	Closed	-$120K	–	672
2023 Q2	$120K	Hold	996	–	–	0.01%	277
2023 Q1	$110K	Hold	996	–	–	0.01%	301
2022 Q4	$101K	Sell	996 -184	-16%	-$19.2K	0.01%	326
2022 Q3	$113K	Hold	1,180	–	–	0.01%	302
2022 Q2	$117K	Hold	1,180	–	–	0.01%	304
2022 Q1	$124K	Hold	1,180	–	–	0.01%	332
2021 Q4	$130K	Hold	1,180	–	–	0.01%	306
2021 Q3	$141K	Buy	+1,180	New	+$150K	0.01%	268
2020 Q1	–	Sell	-2,017	Closed	-$205K	–	246
2019 Q4	$205K	Buy	+2,017	New	+$196K	0.02%	235
2018 Q4	–	Sell	-2,668	Closed	-$269K	–	262
2018 Q3	$269K	Buy	2,668 +372	+16%	+$41.5K	0.03%	237
2018 Q2	$280K	Buy	+2,296	New	+$269K	0.03%	236
2018 Q1	–	Sell	-3,351	Closed	-$415K	–	283
2017 Q4	$415K	Buy	+3,351	New	+$398K	0.04%	225

Other funds holding PII

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return