SC
TBLD

SouthState Corp’s Thornburg Income Builder Opportunities Trust TBLD Stock Holding History

SouthState Corp’s Portfolio TBLD Stock Details TBLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,371
Closed -$87.4K – 1731
2024
Q4 		$87.4K Buy
+5,371
New +$90.8K 0.01% 322

Other funds holding TBLD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

SouthState Corp's TBLD Position: Q1 2025 in Review

SouthState Corp sold out of Thornburg Income Builder Opportunities Trust (TBLD) in Q1 2025, closing a stake of 5,371 shares — an estimated $87.4K sold.

SouthState Corp first reported a position in TBLD in Q4 2024 and held it in 1 quarter. The position peaked at $87.4K in Q4 2024. 43 funds tracked by Wall St. Rank hold TBLD as of Q1 2025.

  • SouthState Corp reported no remaining Thornburg Income Builder Opportunities Trust position as of Q1 2025 after selling out during the quarter.
  • SouthState Corp sold 5,371 Thornburg Income Builder Opportunities Trust shares in Q1 2025, an estimated $87.4K.
  • SouthState Corp first reported a position in Thornburg Income Builder Opportunities Trust in Q4 2024 and held it in 1 quarter.
  • SouthState Corp's Thornburg Income Builder Opportunities Trust position peaked at $87.4K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Thornburg Income Builder Opportunities Trust as of Q1 2025.

Based on SouthState Corp's 13F filing for Q1 2025, filed 12 May 2025.