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Tortoise Investment Management’s SouthState Bank Corp SSB Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-2
Closed -$198 – 1273
2025
Q3 		$198 Buy
+2
New +$196 ﹤0.01% 1310

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 $3.37T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tortoise Investment Management's SSB Position: Q4 2025 in Review

Tortoise Investment Management sold out of SouthState Bank Corp (SSB) in Q4 2025, closing a stake of 2 shares — an estimated $198 sold.

Tortoise Investment Management first reported a position in SSB in Q3 2025 and held it in 1 quarter. The position peaked at $198 in Q3 2025. 485 funds tracked by Wall St. Rank hold SSB as of Q4 2025.

  • Tortoise Investment Management reported no remaining SouthState Bank Corp position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 SouthState Bank Corp shares in Q4 2025, an estimated $198.
  • Tortoise Investment Management first reported a position in SouthState Bank Corp in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's SouthState Bank Corp position peaked at $198 in Q3 2025.
  • 485 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.