Thurston Springer Miller Herd & Titak’s SouthState Bank Corp SSB Stock Holding History

Thurston Springer Miller Herd & Titak’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	-13	Closed	-$1.2K	–	1256
2025 Q2	$1.2K	Hold	13	–	–	﹤0.01%	1483
2025 Q1	$1.21K	Sell	13 -13	-50%	-$1.28K	﹤0.01%	1499
2024 Q4	$2.58K	Buy	26 +14	+117%	+$1.44K	﹤0.01%	1098
2024 Q3	$1.17K	Hold	12	–	–	﹤0.01%	1392
2024 Q2	$917	Buy	+12	New	+$929	﹤0.01%	1400

Other funds holding SSB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return