Weekly Market Update

Examining Bond Portfolio Trends: First Quarter 2026 Beginning in May 2012, we started tracking portfolio trends of our bond accounting customers here at SouthState Securities.  At present, we account for over 130 client portfolios with a combined book value of $12.4 billion (not including SouthState Bank’s portfolio), or $95 million on average per portfolio.  Twelve months…

Examining Bond Portfolio Trends: Fourth Quarter 2025 Beginning in May 2012, we started tracking  portfolio trends of our bond accounting customers here at SouthState Securities.  At present, we account for over 130 client portfolios with a combined book value of $11.9 billion (not including SouthState Bank’s portfolio), or $91 million on average per portfolio.  Twelve…