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 Q2	$243K	Sell	2,432 -330	-12%	-$31.8K	0.1%	86
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Trail Ridge Investment Advisors's SSB Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its SouthState Bank Corp (SSB) stake by 12% in Q2 2026, selling an estimated $31.8K and leaving 2,432 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #86.

Trail Ridge Investment Advisors first reported a position in SSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $546K in Q3 2025. 557 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Trail Ridge Investment Advisors held 2,432 shares of SouthState Bank Corp worth $243K as of Q2 2026.
Trail Ridge Investment Advisors sold 330 SouthState Bank Corp shares in Q2 2026, an estimated $31.8K.
SouthState Bank Corp made up 0.1% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #86 holding.
Trail Ridge Investment Advisors first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 6 quarters since.
Trail Ridge Investment Advisors's SouthState Bank Corp position peaked at $546K in Q3 2025.
557 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

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