Trail Ridge Investment Advisors, LLC
Position in SSB — SouthState Bank Corp
CIK 1911013
FORT COLLINS, CO
Position in SSB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$242,956
-$12,584 QoQ
Shares Held
2,432
-11.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#404
of 549 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Trail Ridge Investment Advisors, LLC holds $461,212 across 2 Banks - Regional names. SSB ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSB |
SouthState Bank Corp
This page
|
2,432 | $242,956 | |
| 2 | FUNC |
First United Corp/Md/
|
4,948 | $218,256 |
All Filings in SSB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,956 | 2,432 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $255,540 | 2,762 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $259,931 | 2,762 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $273,078 | 2,762 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||