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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Summit Trail Advisors's SSB Position: Q1 2026 in Review

Summit Trail Advisors increased its SouthState Bank Corp (SSB) stake by 52% in Q1 2026, buying an estimated $139K and bringing the position to 4,146 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #1246.

Summit Trail Advisors first reported a position in SSB in Q3 2025 and has held it in 3 quarters since. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Summit Trail Advisors held 4,146 shares of SouthState Bank Corp worth $384K as of Q1 2026.
  • Summit Trail Advisors bought 1,413 SouthState Bank Corp shares in Q1 2026, an estimated $139K.
  • SouthState Bank Corp made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1246 holding.
  • Summit Trail Advisors first reported a position in SouthState Bank Corp in Q3 2025 and has held it in 3 quarters since.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.