AssetMark Inc
SSB icon

AssetMark Inc’s SouthState Bank Corp SSB Stock Holding History

AssetMark Inc’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 		$20.1K Buy
201
+13
+7% +$1.25K ﹤0.01% 2179
2026
Q1 		$17.4K Buy
188
+59
+46% +$5.79K ﹤0.01% 2107
2025
Q4 		$12.1K Buy
129
+13
+11% +$1.2K ﹤0.01% 2164
2025
Q3 		$11.5K Buy
116
+59
+104% +$5.79K ﹤0.01% 2083
2025
Q2 		$5.25K Buy
57
+54
+1,800% +$4.74K ﹤0.01% 2123
2025
Q1 		$278 Hold
3
– – ﹤0.01% 2494
2024
Q4 		$298 Buy
+3
New +$309 ﹤0.01% 2438
2021
Q1 		– Sell
-3
Closed – – 1517
2020
Q4 		$0 Sell
3
-3
-50% -$197 ﹤0.01% 1486
2020
Q3 		$0 Sell
6
-5
-45% -$258 ﹤0.01% 1399
2020
Q2 		$1K Sell
11
-81
-88% -$4.23K ﹤0.01% 1205
2020
Q1 		$5K Buy
+92
New +$6.8K ﹤0.01% 1095
2019
Q2 		– Sell
-1
Closed – – 1427
2019
Q1 		$0 Hold
1
– – ﹤0.01% 1503
2018
Q4 		$0 Hold
1
– – ﹤0.01% 1531
2018
Q3 		$0 Hold
1
– – ﹤0.01% 1463
2018
Q2 		$0 Hold
1
– – ﹤0.01% 1460
2018
Q1 		$0 Sell
1
-405
-100% -$35.9K ﹤0.01% 1936
2017
Q4 		$35K Buy
406
+190
+88% +$17.1K ﹤0.01% 872
2017
Q3 		$19K Buy
216
+47
+28% +$3.92K ﹤0.01% 936
2017
Q2 		$14K Buy
169
+168
+16,800% +$14.5K ﹤0.01% 981
2017
Q1 		$0 Hold
1
– – ﹤0.01% 1434
2016
Q4 		$0 Sell
1
-670
-100% -$54.1K ﹤0.01% 1386
2016
Q3 		$50K Sell
671
-27,943
-98% -$2.05M ﹤0.01% 614
2016
Q2 		$1.95M Buy
28,614
+1,775
+7% +$122K 0.03% 223
2016
Q1 		$1.72M Buy
26,839
+1,192
+5% +$76.7K 0.03% 226
2015
Q4 		$1.84M Buy
25,647
+6,374
+33% +$484K 0.03% 219
2015
Q3 		$1.48M Buy
19,273
+6,598
+52% +$504K 0.03% 208
2015
Q2 		$963K Sell
12,675
-564
-4% -$40.2K 0.02% 295
2015
Q1 		$905K Sell
13,239
-478
-3% -$31.1K 0.02% 295
2014
Q4 		$920K Sell
13,717
-731
-5% -$44.8K 0.02% 291
2014
Q3 		$808K Buy
+14,448
New +$853K 0.02% 320
2014
Q2 		– Sell
-15,772
Closed -$988K – 514
2014
Q1 		$988K Sell
15,772
-1,319
-8% -$81.8K 0.02% 244
2013
Q4 		$1.14M Buy
+17,091
New +$1.05M 0.03% 237

Other funds holding SSB

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

AssetMark Inc's SSB Position: Q2 2026 in Review

AssetMark Inc increased its SouthState Bank Corp (SSB) stake by 6.9% in Q2 2026, buying an estimated $1.25K and bringing the position to 201 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

AssetMark Inc first reported a position in SSB in Q4 2013 and has held it in 32 quarters since. The position peaked at $1.95M in Q2 2016. 195 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • AssetMark Inc held 201 shares of SouthState Bank Corp worth $20.1K as of Q2 2026.
  • AssetMark Inc bought 13 SouthState Bank Corp shares in Q2 2026, an estimated $1.25K.
  • SouthState Bank Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2179 holding.
  • AssetMark Inc first reported a position in SouthState Bank Corp in Q4 2013 and has held it in 32 quarters since.
  • AssetMark Inc's SouthState Bank Corp position peaked at $1.95M in Q2 2016.
  • 195 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.