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Aaron Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

Aaron Wealth Advisors’s Portfolio SSB Stock Details SSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$239K Sell
2,392
-1,196
-33% -$115K 0.01% 638
2026
Q1 		$332K Sell
3,588
-1,331
-27% -$131K 0.02% 521
2025
Q4 		$463K Buy
+4,919
New +$456K 0.03% 456

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aaron Wealth Advisors's SSB Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its SouthState Bank Corp (SSB) stake by 33% in Q2 2026, selling an estimated $115K and leaving 2,392 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #638.

Aaron Wealth Advisors first reported a position in SSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $463K in Q4 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Aaron Wealth Advisors held 2,392 shares of SouthState Bank Corp worth $239K as of Q2 2026.
  • Aaron Wealth Advisors sold 1,196 SouthState Bank Corp shares in Q2 2026, an estimated $115K.
  • SouthState Bank Corp made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #638 holding.
  • Aaron Wealth Advisors first reported a position in SouthState Bank Corp in Q4 2025 and has held it in 3 quarters since.
  • Aaron Wealth Advisors's SouthState Bank Corp position peaked at $463K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.