Action Point Financial Planning’s SouthState Bank Corp SSB Stock Holding History

Action Point Financial Planning’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	$5K	Buy	+52	New	+$5.01K	﹤0.01%	1822

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

Action Point Financial Planning's SSB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 52 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1822 among its holdings.

553 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Action Point Financial Planning held 52 shares of SouthState Bank Corp worth $5K as of Q2 2026.
SouthState Bank Corp was a new Action Point Financial Planning position in Q2 2026.
SouthState Bank Corp made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1822 holding.
553 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.