AF
SSB icon

Allworth Financial’s SouthState Bank Corp SSB Stock Holding History

Allworth Financial’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 		– Sell
-2,152
Closed -$199K – 5388
2026
Q1 		$199K Buy
+2,152
New +$211K ﹤0.01% 1402
2025
Q4 		– Sell
-1,917
Closed -$190K – 5276
2025
Q3 		$190K Buy
1,917
+593
+45% +$58.2K ﹤0.01% 1329
2025
Q2 		$122K Buy
1,324
+427
+48% +$37.5K ﹤0.01% 1435
2025
Q1 		$80.5K Sell
897
-15
-2% -$1.48K ﹤0.01% 1338
2024
Q4 		$90.7K Buy
912
+27
+3% +$2.78K ﹤0.01% 1309
2024
Q3 		$86K Buy
885
+29
+3% +$2.65K ﹤0.01% 1154
2024
Q2 		$77K Buy
856
+86
+11% +$6.66K ﹤0.01% 1177
2024
Q1 		$65.5K Buy
770
+2
+0.3% +$165 ﹤0.01% 1188
2023
Q4 		$64.9K Buy
768
+23
+3% +$1.7K ﹤0.01% 1094
2023
Q3 		$50.2K Buy
745
+4
+0.5% +$288 ﹤0.01% 1113
2023
Q2 		$48.8K Sell
741
-171
-19% -$11.4K ﹤0.01% 1133
2023
Q1 		$65K Buy
912
+175
+24% +$13.6K ﹤0.01% 986
2022
Q4 		$56.3K Sell
737
-1
-0.1% -$84 ﹤0.01% 975
2022
Q3 		$58K Sell
738
-372
-34% -$29.9K ﹤0.01% 911
2022
Q2 		$86K Buy
1,110
+373
+51% +$29.1K ﹤0.01% 756
2022
Q1 		$60K Hold
737
– – ﹤0.01% 840
2021
Q4 		$59K Hold
737
– – ﹤0.01% 797
2021
Q3 		$55K Hold
737
– – ﹤0.01% 757
2021
Q2 		$60K Hold
737
– – ﹤0.01% 576
2021
Q1 		$58K Hold
737
– – ﹤0.01% 543
2020
Q4 		$53K Hold
737
– – ﹤0.01% 474
2020
Q3 		$35K Hold
737
– – ﹤0.01% 473
2020
Q2 		$35K Buy
737
+586
+388% +$30.6K ﹤0.01% 475
2020
Q1 		$9K Buy
+151
New +$11.2K ﹤0.01% 731

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

Allworth Financial's SSB Position: Q2 2026 in Review

Allworth Financial sold out of SouthState Bank Corp (SSB) in Q2 2026, closing a stake of 2,152 shares — an estimated $199K sold.

Allworth Financial first reported a position in SSB in Q1 2020 and held it in 24 quarters. The position peaked at $199K in Q1 2026. 557 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Allworth Financial reported no remaining SouthState Bank Corp position as of Q2 2026 after selling out during the quarter.
  • Allworth Financial sold 2,152 SouthState Bank Corp shares in Q2 2026, an estimated $199K.
  • Allworth Financial first reported a position in SouthState Bank Corp in Q1 2020 and held it in 24 quarters.
  • Allworth Financial's SouthState Bank Corp position peaked at $199K in Q1 2026.
  • 557 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.