AE Wealth Management’s SouthState Bank Corp SSB Stock Holding History

AE Wealth Management’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	$277K	Buy	2,770 +444	+19%	+$42.8K	﹤0.01%	1531
2026 Q1	$215K	Buy	+2,326	New	+$228K	﹤0.01%	1568
2024 Q1	–	Sell	-2,728	Closed	-$230K	–	1874
2023 Q4	$230K	Sell	2,728 -3,994	-59%	-$295K	﹤0.01%	1831
2023 Q3	$453K	Sell	6,722 -158	-2%	-$11.4K	﹤0.01%	1430
2023 Q2	$453K	Buy	6,880 +41	+0.6%	+$2.74K	﹤0.01%	1446
2023 Q1	$487K	Buy	6,839 +407	+6%	+$31.7K	﹤0.01%	1364
2022 Q4	$491K	Buy	6,432 +1,998	+45%	+$168K	﹤0.01%	1325
2022 Q3	$351K	Buy	+4,434	New	+$357K	﹤0.01%	1403

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

AE Wealth Management's SSB Position: Q2 2026 in Review

AE Wealth Management increased its SouthState Bank Corp (SSB) stake by 19% in Q2 2026, buying an estimated $42.8K and bringing the position to 2,770 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

AE Wealth Management first reported a position in SSB in Q3 2022 and has held it in 8 quarters since. The position peaked at $491K in Q4 2022. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

AE Wealth Management held 2,770 shares of SouthState Bank Corp worth $277K as of Q2 2026.
AE Wealth Management bought 444 SouthState Bank Corp shares in Q2 2026, an estimated $42.8K.
SouthState Bank Corp made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1531 holding.
AE Wealth Management first reported a position in SouthState Bank Corp in Q3 2022 and has held it in 8 quarters since.
AE Wealth Management's SouthState Bank Corp position peaked at $491K in Q4 2022.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

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