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Trail Ridge Investment Advisors’s SouthState Bank Corp SSB Stock Holding History

Trail Ridge Investment 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 		$256K Hold
2,762
– – 0.11% 92
2025
Q4 		$260K Sell
2,762
-2,762
-50% -$256K 0.11% 94
2025
Q3 		$546K Buy
5,524
+2,762
+100% +$271K 0.24% 69
2025
Q2 		$260K Hold
2,762
– – 0.13% 92
2025
Q1 		$256K Buy
+2,762
New +$272K 0.13% 89

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

Trail Ridge Investment Advisors's SSB Position: Q1 2026 in Review

Trail Ridge Investment Advisors held its SouthState Bank Corp (SSB) position steady in Q1 2026 at 2,762 shares worth $256K. The position accounts for 0.11% of the portfolio, ranked #92.

Trail Ridge Investment Advisors first reported a position in SSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $546K in Q3 2025. 512 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Trail Ridge Investment Advisors held 2,762 shares of SouthState Bank Corp worth $256K as of Q1 2026.
  • Trail Ridge Investment Advisors left its SouthState Bank Corp share count unchanged in Q1 2026.
  • SouthState Bank Corp made up 0.11% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #92 holding.
  • Trail Ridge Investment Advisors first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 5 quarters since.
  • Trail Ridge Investment Advisors's SouthState Bank Corp position peaked at $546K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.