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Creative Planning SSB Position History
SouthState Bank Corporation • Financial Services
Quarters held
8
Latest value
$21.3M
Q3 2026
Peak value
$21.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $37K |
| Q3 2025 | $5.3M |
| Q4 2025 | $4.2M |
| Q1 2026 | $7.1M |
| Q2 2026 | $102K |
| Q2 2026 | $12.6M |
| Q3 2026 | $236K |
| Q3 2026 | $21.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.3M | 213.9K | — | — |
| Q3 2026 | $236K | 2.4K | — | — |
| Q2 2026 | $12.6M | 125.7K | — | — |
| Q2 2026 | $102K | 1.0K | — | — |
| Q1 2026 | $7.1M | 77.0K | — | — |
| Q4 2025 | $4.2M | 44.9K | — | — |
| Q3 2025 | $5.3M | 53.2K | — | — |
| Q3 2025 | $37K | 377 | — | — |
Other funds holding SSB
$385.4M
$385.4M
$345.5M
$209.1M
$182.5M
$136.2M
$119.5M