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William E. Matthews, V

Southstate Bank Corp

Assets Managed
$2.143B
Holdings
1278
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
-4.13%(2Q avg: -0.58%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Southstate Bank Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1278 positions.

Assets under management

The assets under management (AUM) of Southstate Bank Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.143B in assets, with a quarterly growth rate of -4.13% and a 2-quarter average growth rate of -0.58%. The portfolio is managed by William E. Matthews, V, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.45%
5.27%
$112.905M
444,876 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.33%
4.44%
$95.034M
256,732 shares@ $370.18 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.47%
3.14%
$67.204M
217,129 shares@ $309.52 avg price
PHYS
Sprott Physical Gold Trust
Recent Activity
Decreased -3.19%
2.88%
$61.504M
1.735M shares@ $35.44 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -2.25%
2.84%
$60.7M
126,669 shares@ $479.21 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.46%
2.29%
$48.901M
166,238 shares@ $294.17 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.22%
2.27%
$48.628M
74,444 shares@ $653.22 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -3.42%
2.2%
$47.125M
155,919 shares@ $302.25 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 0.68%
2.11%
$45.051M
157,049 shares@ $286.87 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.66%
1.96%
$41.836M
200,874 shares@ $208.28 avg price

1-10 of 1278