SSB β€” SOUTHSTATE CORPORATION

Ownership history in Merit Financial Group, LLC  Β·  2 quarters on record

AI Ownership Summary

Merit Financial Group, LLC reported SOUTHSTATE CORPORATION (SSB) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q3. The latest visible filing shows SSB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Merit Financial Group, LLC's position in SOUTHSTATE CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SSB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Merit Financial Group, LLC held SSB β€” position size vs. price
% of Fund (quarterly)    SSB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 6,017 β€” 0% 0.01% $595K 2025-10-20 $93.33
2025 Q3 INITIATED 6,017 β€” β€” 0.01% $595K 2025-10-20 $93.33

FAQ About Merit Financial Group, LLC and SSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Merit Financial Group, LLC reported owning SSB?

Merit Financial Group, LLC reported SSB across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported SSB position in Merit Financial Group, LLC's portfolio?

The largest reported portfolio weight for SSB was 0.01% in 2025 Q3.

What is the latest reported SSB position on this page?

The most recent filing on this page is 2025 Q3, when Merit Financial Group, LLC reported 6,017 shares, equal to 0.01% of portfolio, with an estimated market value of $595K.

What does the chart on this SSB ownership page compare?

The chart compares Merit Financial Group, LLC's quarterly SSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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