Abacus Planning Group’s SouthState Bank Corp SSB Stock Holding History

Abacus Planning Group’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	$230K	Buy	2,307 +21	+0.9%	+$2.02K	0.03%	231
2026 Q1	$212K	Hold	2,286	–	–	0.03%	247
2025 Q4	$215K	Sell	2,286 -2,286	-50%	-$212K	0.03%	240
2025 Q3	$452K	Buy	4,572 +2,286	+100%	+$224K	0.06%	138
2025 Q2	$210K	Hold	2,286	–	–	0.03%	227
2025 Q1	$212K	Hold	2,286	–	–	0.04%	204
2024 Q4	$227K	Sell	2,286 -113	-5%	-$11.6K	0.04%	194
2024 Q3	$233K	Buy	+2,399	New	+$219K	0.04%	187
2024 Q2	–	Sell	-2,399	Closed	-$204K	–	224
2024 Q1	$204K	Hold	2,399	–	–	0.04%	192
2023 Q4	$203K	Buy	+2,399	New	+$177K	0.04%	186
2018 Q3	–	Sell	-2,738	Closed	-$236K	–	157
2018 Q2	$236K	Hold	2,738	–	–	0.18%	122
2018 Q1	$234K	Hold	2,738	–	–	0.19%	115
2017 Q4	$239K	Buy	+2,738	New	+$246K	0.24%	98

Other funds holding SSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abacus Planning Group's SSB Position: Q2 2026 in Review

Abacus Planning Group increased its SouthState Bank Corp (SSB) stake by 0.92% in Q2 2026, buying an estimated $2.02K and bringing the position to 2,307 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #231.

Abacus Planning Group first reported a position in SSB in Q4 2017 and has held it in 13 quarters since. The position peaked at $452K in Q3 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Abacus Planning Group held 2,307 shares of SouthState Bank Corp worth $230K as of Q2 2026.
Abacus Planning Group bought 21 SouthState Bank Corp shares in Q2 2026, an estimated $2.02K.
SouthState Bank Corp made up 0.03% of Abacus Planning Group's portfolio in Q2 2026, its #231 holding.
Abacus Planning Group first reported a position in SouthState Bank Corp in Q4 2017 and has held it in 13 quarters since.
Abacus Planning Group's SouthState Bank Corp position peaked at $452K in Q3 2025.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.