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Annis Gardner Whiting Capital Advisors’s SouthState Bank Corp SSB Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-4
Closed -$371 – 1125
2026
Q1 		$371 Hold
4
– – ﹤0.01% 1227
2025
Q4 		$377 Buy
4
+2
+100% +$185 ﹤0.01% 1124
2025
Q3 		$198 Hold
2
– – ﹤0.01% 1144
2025
Q2 		$185 Buy
+2
New +$176 ﹤0.01% 1296

Other funds holding SSB

BlackRock
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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

Annis Gardner Whiting Capital Advisors's SSB Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of SouthState Bank Corp (SSB) in Q2 2026, closing a stake of 4 shares — an estimated $371 sold.

Annis Gardner Whiting Capital Advisors first reported a position in SSB in Q2 2025 and held it in 4 quarters. The position peaked at $377 in Q4 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining SouthState Bank Corp position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 4 SouthState Bank Corp shares in Q2 2026, an estimated $371.
  • Annis Gardner Whiting Capital Advisors first reported a position in SouthState Bank Corp in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's SouthState Bank Corp position peaked at $377 in Q4 2025.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.