Back to SSB
MONTAG A & ASSOCIATES INC → SSB
MONTAG A & ASSOCIATES INC SSB Position History
SouthState Bank Corporation • Financial Services
Quarters held
5
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.7M |
| Q2 2026 | $1.8M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 18.3K | — | — |
| Q2 2026 | $1.8M | 18.3K | — | — |
| Q1 2026 | $1.7M | 18.3K | — | — |
| Q4 2025 | $1.7M | 18.3K | — | — |
| Q3 2025 | $1.8M | 18.3K | — | — |
Other funds holding SSB
$385.4M
$385.4M
$345.5M
$209.1M
$182.5M
$136.2M
$119.5M