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Summit Securities Group’s SouthState Bank Corp SSB Stock Holding History

Summit Securities 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
2025
Q3 		– Sell
-1,640
Closed -$151K – 1337
2025
Q2 		$151K Buy
1,640
+952
+138% +$83.6K 0.03% 295
2025
Q1 		$63.9K Buy
688
+309
+82% +$30.4K 0.01% 301
2024
Q4 		$37.7K Buy
+379
New +$39.1K 0.01% 314
2023
Q3 		– Sell
-3
Closed – – 985
2023
Q2 		$0 Buy
+3
New +$200 ﹤0.01% 1087

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Securities Group's SSB Position: Q3 2025 in Review

Summit Securities Group sold out of SouthState Bank Corp (SSB) in Q3 2025, closing a stake of 1,640 shares — an estimated $151K sold.

Summit Securities Group first reported a position in SSB in Q2 2023 and held it in 4 quarters. The position peaked at $151K in Q2 2025. 461 funds tracked by Wall St. Rank hold SSB as of Q3 2025.

  • Summit Securities Group reported no remaining SouthState Bank Corp position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 1,640 SouthState Bank Corp shares in Q3 2025, an estimated $151K.
  • Summit Securities Group first reported a position in SouthState Bank Corp in Q2 2023 and held it in 4 quarters.
  • Summit Securities Group's SouthState Bank Corp position peaked at $151K in Q2 2025.
  • 461 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.