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Advisory Research’s SouthState Bank Corp SSB Stock Holding History

Advisory Research’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 		$4.64M Sell
46,447
-641
-1% -$61.8K 0.46% 44
2026
Q1 		$4.36M Sell
47,088
-197
-0.4% -$19.3K 0.54% 40
2025
Q4 		$4.45M Sell
47,285
-585
-1% -$54.2K 0.56% 36
2025
Q3 		$4.73M Sell
47,870
-99,059
-67% -$9.73M 0.62% 35
2025
Q2 		$13.5M Buy
146,929
+43,714
+42% +$3.84M 2.08% 16
2025
Q1 		$9.58M Sell
103,215
-25,889
-20% -$2.55M 1.69% 22
2024
Q4 		$12.8M Buy
129,104
+94,193
+270% +$9.71M 2.13% 12
2024
Q3 		$3.39M Buy
34,911
+7,030
+25% +$643K 0.6% 47
2024
Q2 		$2.13M Sell
27,881
-899
-3% -$69.6K 0.4% 59
2024
Q1 		$2.45M Buy
28,780
+676
+2% +$55.7K 0.49% 49
2023
Q4 		$2.37M Sell
28,104
-2,055
-7% -$152K 0.37% 71
2023
Q3 		$2.03M Sell
30,159
-1,165
-4% -$84K 0.28% 100
2023
Q2 		$2.06M Buy
31,324
+207
+0.7% +$13.8K 0.26% 104
2023
Q1 		$2.22M Buy
31,117
+5,267
+20% +$410K 0.36% 73
2022
Q4 		$1.97M Buy
25,850
+1,090
+4% +$91.5K 0.19% 84
2022
Q3 		$1.96M Buy
24,760
+2,078
+9% +$167K 0.19% 88
2022
Q2 		$1.75M Sell
22,682
-911
-4% -$71K 0.17% 94
2022
Q1 		$1.93M Buy
+23,593
New +$2.03M 0.15% 107
2020
Q4 		– Sell
-52,930
Closed -$2.55M – 349
2020
Q3 		$2.55M Sell
52,930
-19,110
-27% -$987K 0.25% 95
2020
Q2 		$3.43M Buy
+72,040
New +$3.76M 0.31% 83
2019
Q2 		– Sell
-68,247
Closed -$4.66M – 386
2019
Q1 		$4.66M Sell
68,247
-82,301
-55% -$5.53M 0.09% 121
2018
Q4 		$9.03M Sell
150,548
-5,593
-4% -$388K 0.19% 115
2018
Q3 		$12.8M Sell
156,141
-1,276
-0.8% -$108K 0.21% 113
2018
Q2 		$13.6M Sell
157,417
-506
-0.3% -$44.7K 0.22% 112
2018
Q1 		$13.5M Sell
157,923
-7,640
-5% -$677K 0.24% 102
2017
Q4 		$14.4M Buy
+165,563
New +$14.9M 0.24% 99

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

Advisory Research's SSB Position: Q2 2026 in Review

Advisory Research reduced its SouthState Bank Corp (SSB) stake by 1.4% in Q2 2026, selling an estimated $61.8K and leaving 46,447 shares worth $4.64M. The position accounts for 0.46% of the portfolio, ranked #44.

Advisory Research first reported a position in SSB in Q4 2017 and has held it in 26 quarters since. The position peaked at $14.4M in Q4 2017. 557 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Advisory Research held 46,447 shares of SouthState Bank Corp worth $4.64M as of Q2 2026.
  • Advisory Research sold 641 SouthState Bank Corp shares in Q2 2026, an estimated $61.8K.
  • SouthState Bank Corp made up 0.46% of Advisory Research's portfolio in Q2 2026, its #44 holding.
  • Advisory Research first reported a position in SouthState Bank Corp in Q4 2017 and has held it in 26 quarters since.
  • Advisory Research's SouthState Bank Corp position peaked at $14.4M in Q4 2017.
  • 557 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.