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Steward Financial Group’s SouthState Bank Corp SSB Stock Holding History

Steward Financial Group’s Portfolio SSB Stock Details SSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$3K Buy
+47
New +$3.39K ﹤0.01% 884
2022
Q3 		– Sell
-28
Closed -$2K – 1151
2022
Q2 		$2K Buy
+28
New +$2.18K ﹤0.01% 609

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Steward Financial Group's SSB Position: Q3 2023 in Review

Steward Financial Group opened a new position in SouthState Bank Corp (SSB) in Q3 2023: 47 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #884 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SSB as recently as Q2 2022.

Steward Financial Group first reported a position in SSB in Q2 2022 and has held it in 2 quarters since. 330 funds tracked by Wall St. Rank hold SSB as of Q3 2023.

  • Steward Financial Group held 47 shares of SouthState Bank Corp worth $3K as of Q3 2023.
  • SouthState Bank Corp was a new Steward Financial Group position in Q3 2023.
  • SouthState Bank Corp made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #884 holding.
  • Steward Financial Group first reported a position in SouthState Bank Corp in Q2 2022 and has held it in 2 quarters since.
  • 330 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.