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

Acumen 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 		$15.9K Buy
+159
New +$15.3K ﹤0.01% 269
2026
Q1 		– Sell
-30
Closed -$2.82K – 561
2025
Q4 		$2.82K Buy
+30
New +$2.78K ﹤0.01% 418

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

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

Acumen Wealth Advisors opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 159 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #269 among its holdings. This is a return to the name: Acumen Wealth Advisors previously reported a position in SSB as recently as Q4 2025.

Acumen Wealth Advisors first reported a position in SSB in Q4 2025 and has held it in 2 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Acumen Wealth Advisors held 159 shares of SouthState Bank Corp worth $15.9K as of Q2 2026.
  • SouthState Bank Corp was a new Acumen Wealth Advisors position in Q2 2026.
  • SouthState Bank Corp made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #269 holding.
  • Acumen Wealth Advisors first reported a position in SouthState Bank Corp in Q4 2025 and has held it in 2 quarters since.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.