SouthState Corp’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

SouthState Corp’s Portfolio TBIL Stock Details TBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.4K	Buy	+308	New	+$15.4K	﹤0.01%	637
2025 Q2	–	Sell	-4,750	Closed	-$238K	–	1800
2025 Q1	$238K	Buy	+4,750	New	+$237K	0.01%	328
2024 Q4	–	Sell	-695	Closed	-$34.8K	–	697
2024 Q3	$34.8K	Hold	695	–	–	﹤0.01%	392
2024 Q2	$34.8K	Buy	+695	New	+$34.7K	﹤0.01%	398

Other funds holding TBIL

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SouthState Corp's TBIL Position: Q2 2026 in Review

SouthState Corp opened a new position in F/m US Treasury 3 Month Bill Fund (TBIL) in Q2 2026: 308 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: SouthState Corp previously reported a position in TBIL as recently as Q1 2025.

SouthState Corp first reported a position in TBIL in Q2 2024 and has held it in 4 quarters since. The position peaked at $238K in Q1 2025. 317 funds tracked by Wall St. Rank hold TBIL as of Q2 2026.

SouthState Corp held 308 shares of F/m US Treasury 3 Month Bill Fund worth $15.4K as of Q2 2026.
F/m US Treasury 3 Month Bill Fund was a new SouthState Corp position in Q2 2026.
F/m US Treasury 3 Month Bill Fund made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #637 holding.
SouthState Corp first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2024 and has held it in 4 quarters since.
SouthState Corp's F/m US Treasury 3 Month Bill Fund position peaked at $238K in Q1 2025.
317 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.