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Summit Trail Advisors’s SouthState Bank Corp SSB Stock Holding History

Summit Trail Advisors’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
2026
Q2 		$493K Buy
4,938
+792
+19% +$76.3K 0.01% 1218
2026
Q1 		$384K Buy
4,146
+1,413
+52% +$139K 0.01% 1246
2025
Q4 		$257K Buy
2,733
+169
+7% +$15.7K ﹤0.01% 1232
2025
Q3 		$254K Buy
+2,564
New +$252K ﹤0.01% 1243

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Trail Advisors's SSB Position: Q2 2026 in Review

Summit Trail Advisors increased its SouthState Bank Corp (SSB) stake by 19% in Q2 2026, buying an estimated $76.3K and bringing the position to 4,938 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #1218.

Summit Trail Advisors first reported a position in SSB in Q3 2025 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Summit Trail Advisors held 4,938 shares of SouthState Bank Corp worth $493K as of Q2 2026.
  • Summit Trail Advisors bought 792 SouthState Bank Corp shares in Q2 2026, an estimated $76.3K.
  • SouthState Bank Corp made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1218 holding.
  • Summit Trail Advisors first reported a position in SouthState Bank Corp in Q3 2025 and has held it in 4 quarters since.
  • 558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.