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James T. Borello RIA’s SouthState Bank Corp SSB Stock Holding History

James T. Borello RIA’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
Q3 		$3.88K Sell
39
-1
-3% -$105 ﹤0.01% 839
2026
Q2 		$4K Buy
40
+1
+3% +$96 ﹤0.01% 839
2026
Q1 		$3.61K Buy
39
+2
+5% +$196 ﹤0.01% 839
2025
Q4 		$3.48K Buy
+37
New +$3.43K ﹤0.01% 666

Other funds holding SSB

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

James T. Borello RIA's SSB Position: Q3 2026 in Review

James T. Borello RIA reduced its SouthState Bank Corp (SSB) stake by 2.5% in Q3 2026, selling an estimated $105 and leaving 39 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

James T. Borello RIA first reported a position in SSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $4K in Q2 2026. 63 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

  • James T. Borello RIA held 39 shares of SouthState Bank Corp worth $3.88K as of Q3 2026.
  • James T. Borello RIA sold 1 SouthState Bank Corp share in Q3 2026, an estimated $105.
  • SouthState Bank Corp made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #839 holding.
  • James T. Borello RIA first reported a position in SouthState Bank Corp in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's SouthState Bank Corp position peaked at $4K in Q2 2026.
  • 63 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.