Advisory Services Network’s SouthState Bank Corp SSB Stock Holding History

Advisory Services Network’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 Q1	$113K	Buy	+1,220	New	+$120K	﹤0.01%	2132
2025 Q4	–	Sell	-1,224	Closed	-$121K	–	3938
2025 Q3	$121K	Buy	+1,224	New	+$120K	﹤0.01%	1969
2025 Q1	–	Sell	-2,025	Closed	-$201K	–	1723
2024 Q4	$201K	Buy	+2,025	New	+$209K	﹤0.01%	1488
2024 Q1	–	Sell	-2,363	Closed	-$200K	–	3385
2023 Q4	$200K	Buy	+2,363	New	+$174K	﹤0.01%	1287
2023 Q2	–	Sell	-2,363	Closed	-$168K	–	3388
2023 Q1	$168K	Buy	2,363 +810	+52%	+$63K	﹤0.01%	1379
2022 Q4	$119K	Buy	+1,553	New	+$130K	﹤0.01%	1525
2021 Q3	–	Sell	-1,553	Closed	-$127K	–	3001
2021 Q2	$127K	Buy	+1,553	New	+$132K	﹤0.01%	1485
2021 Q1	–	Sell	-1,553	Closed	-$112K	–	2745
2020 Q4	$112K	Hold	1,553	–	–	﹤0.01%	1280
2020 Q3	$75K	Buy	+1,553	New	+$80.3K	﹤0.01%	1382
2020 Q2	–	Sell	-1,564	Closed	-$92K	–	2527
2020 Q1	$92K	Buy	1,564 +11	+0.7%	+$813	0.01%	1108
2019 Q4	$135K	Hold	1,553	–	–	0.01%	1030
2019 Q3	$114K	Hold	1,553	–	–	0.01%	1013
2019 Q2	$114K	Sell	1,553 -775	-33%	-$55.7K	0.01%	1011
2019 Q1	$159K	Buy	2,328 +101	+5%	+$6.79K	0.01%	842
2018 Q4	$133K	Buy	2,227 +36	+2%	+$2.5K	0.01%	813
2018 Q3	$180K	Buy	2,191 +107	+5%	+$9.04K	0.01%	791
2018 Q2	$185K	Buy	2,084 +300	+17%	+$26.5K	0.01%	760
2018 Q1	$152K	Sell	1,784 -30	-2%	-$2.66K	0.01%	876
2017 Q4	$158K	Hold	1,814	–	–	0.01%	855
2017 Q3	$163K	Hold	1,814	–	–	0.02%	715
2017 Q2	$155K	Sell	1,814 -33	-2%	-$2.85K	0.02%	703
2017 Q1	$165K	Buy	+1,847	New	+$163K	0.02%	663
2016 Q3	$120K	Hold	1,600	–	–	0.02%	638
2016 Q2	$109K	Buy	1,600 +47	+3%	+$3.22K	0.02%	600
2016 Q1	$100K	Buy	+1,553	New	+$100K	0.03%	509

Other funds holding SSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisory Services Network's SSB Position: Q1 2026 in Review

Advisory Services Network opened a new position in SouthState Bank Corp (SSB) in Q1 2026: 1,220 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #2132 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in SSB as recently as Q3 2025.

Advisory Services Network first reported a position in SSB in Q1 2016 and has held it in 25 quarters since. The position peaked at $201K in Q4 2024. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

Advisory Services Network held 1,220 shares of SouthState Bank Corp worth $113K as of Q1 2026.
SouthState Bank Corp was a new Advisory Services Network position in Q1 2026.
SouthState Bank Corp made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2132 holding.
Advisory Services Network first reported a position in SouthState Bank Corp in Q1 2016 and has held it in 25 quarters since.
Advisory Services Network's SouthState Bank Corp position peaked at $201K in Q4 2024.
511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.