SouthState Bank Corporation · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| 1919 Financial Services Fund Advisor Managed Portfolios | — | $2.23M | 2.34% | 24,075 NS | $95.03M | FIGI |
| Variable Portfolio - Partners Small Cap Value… Columbia Funds Variable Series Trust II | — | $2.22M | 0.56% | 24,017 NS | $399.63M | FIGI |
| Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | — | $2.11M | 0.29% | 22,829 NS | $716.00M | FIGI |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $2.07M | 0.29% | 22,337 NS | $719.76M | FIGI |
| SMALL CAP EQUITY FUND GuideStone Funds | — | $2.02M | 0.24% | 21,802 NS | $823.49M | FIGI |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | — | $2.01M | 0.27% | 21,757 NS | $759.28M | FIGI |
| Keeley Gabelli Mid Cap Dividend Fund Keeley Funds, Inc. | — | $1.91M | 1.61% | 20,595 NS | $118.39M | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 1500(R)… SPDR SERIES TRUST | SPTM | $1.78M | 0.02% | 19,197 NS | $11.74B | FIGI |
| SBH SMALL CAP CORE FUND Segall Bryant & Hamill Trust | — | $1.72M | 1.80% | 18,626 NS | $95.55M | FIGI |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | — | $1.69M | 0.28% | 18,263 NS | $613.37M | FIGI |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | — | $1.68M | 0.04% | 18,200 NS | $3.90B | FIGI |
| Virtus NFJ Large-Cap Value Fund Virtus Investment Trust | — | $1.63M | 1.00% | 17,620 NS | $163.01M | FIGI |
| JNL/Mellon Financial Sector Fund JNL Series Trust | — | $1.60M | 0.12% | 17,332 NS | $1.35B | FIGI |
| Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust | — | $1.60M | 1.68% | 17,250 NS | $94.98M | FIGI |
| MML VIP American Century Small Company Value … MML SERIES INVESTMENT FUND | — | $1.55M | 2.93% | 16,803 NS | $53.10M | FIGI |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | — | $1.54M | 0.09% | 16,675 NS | $1.67B | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $1.53M | 0.21% | 16,574 NS | $741.60M | FIGI |
| Calvert U.S. Large Cap Value Responsible Inde… Calvert Responsible Index Series, Inc. | — | $1.52M | 0.08% | 16,431 NS | $1.82B | FIGI |
| Financial Industries Trust John Hancock Variable Insurance Trust | — | $1.51M | 1.24% | 16,354 NS | $121.58M | FIGI |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION POR… Thrivent Series Fund, Inc. | — | $1.46M | 0.02% | 15,787 NS | $7.86B | FIGI |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund… | — | $1.45M | 0.29% | 15,634 NS | $506.96M | FIGI |
| LVIP Franklin Templeton Multi-Factor SMID Cap… LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.44M | 0.16% | 15,542 NS | $908.21M | FIGI |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | — | $1.40M | 0.02% | 15,122 NS | $8.32B | FIGI |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | — | $1.35M | 0.02% | 14,557 NS | $7.43B | FIGI |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | — | $1.28M | 0.28% | 13,790 NS | $448.48M | FIGI |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | — | $1.26M | 0.14% | 13,657 NS | $916.61M | FIGI |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | — | $1.22M | 0.04% | 13,231 NS | $3.03B | FIGI |
| Calvert U.S. Large Cap Core Responsible Index… Calvert Responsible Index Series, Inc. | — | $1.17M | 0.02% | 12,620 NS | $5.55B | FIGI |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | XJH | $1.12M | 0.32% | 12,092 NS | $346.61M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $1.10M | 0.06% | 11,859 NS | $1.86B | FIGI |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | — | $1.07M | 0.74% | 11,619 NS | $144.58M | FIGI |
| Keeley Small Cap Fund Teton Westwood Funds | — | $1.07M | 1.25% | 11,616 NS | $85.84M | FIGI |
| T. Rowe Price Extended Equity Market Index Fu… T. ROWE PRICE INDEX TRUST, INC. | — | $1.01M | 0.10% | 10,953 NS | $1.00B | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $999.3K | 0.02% | 10,801 NS | $5.26B | FIGI |
| Touchstone Variable Series Trust-Touchstone S… Touchstone Variable Series Trust | — | $924.6K | 1.60% | 9,994 NS | $57.72M | FIGI |
| Nomura VIP Opportunity Series Delaware VIP Trust | — | $923.3K | 1.24% | 9,980 NS | $74.40M | FIGI |
| MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | — | $841.9K | 0.54% | 9,100 NS | $156.51M | FIGI |
| Small Company Value Trust John Hancock Variable Insurance Trust | — | $818.7K | 0.63% | 8,849 NS | $129.13M | FIGI |
| Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II | — | $784.2K | 1.08% | 8,476 NS | $72.72M | FIGI |
| SMALL CAP EQUITY FUND GuideStone Funds | — | $775.1K | 0.09% | 8,378 NS | $823.49M | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $774.4K | 0.05% | 8,370 NS | $1.65B | FIGI |
| iMGP Small Company Fund LITMAN GREGORY FUNDS TRUST | — | $768.7K | 1.55% | 8,309 NS | $49.69M | FIGI |
| ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | — | $761.8K | 0.26% | 8,234 NS | $295.38M | FIGI |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $754.3K | 0.20% | 8,153 NS | $373.51M | FIGI |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | — | $744.2K | 0.24% | 8,044 NS | $314.56M | FIGI |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | — | $735.3K | 0.44% | 7,948 NS | $168.08M | FIGI |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | — | $727.0K | 0.07% | 7,858 NS | $1.02B | FIGI |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $710.7K | 0.38% | 7,682 NS | $185.65M | FIGI |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | — | $669.9K | 0.18% | 7,241 NS | $368.49M | FIGI |
| SFT Index 400 Mid-Cap Fund Securian Funds Trust | — | $667.7K | 0.28% | 7,217 NS | $241.27M | FIGI |