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Avion Wealth’s SouthState Bank Corp SSB Stock Holding History

Avion Wealth’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 		$2K Buy
30
+3
+11% +$289 ﹤0.01% 1127
2026
Q1 		$2K Buy
+27
New +$2.65K ﹤0.01% 917
2025
Q4 		– Sell
-11
Closed -$1K – 1567
2025
Q3 		$1K Buy
11
+5
+83% +$491 ﹤0.01% 1102
2025
Q2 		$0 Buy
+6
New +$527 ﹤0.01% 1584
2024
Q3 		– Sell
-7
Closed – – 1311
2024
Q2 		$0 Buy
7
+1
+17% +$77 ﹤0.01% 1234
2024
Q1 		$1K Buy
+6
New +$494 ﹤0.01% 1080

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

Avion Wealth's SSB Position: Q2 2026 in Review

Avion Wealth increased its SouthState Bank Corp (SSB) stake by 11% in Q2 2026, buying an estimated $289 and bringing the position to 30 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Avion Wealth first reported a position in SSB in Q1 2024 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Avion Wealth held 30 shares of SouthState Bank Corp worth $2K as of Q2 2026.
  • Avion Wealth bought 3 SouthState Bank Corp shares in Q2 2026, an estimated $289.
  • SouthState Bank Corp made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1127 holding.
  • Avion Wealth first reported a position in SouthState Bank Corp in Q1 2024 and has held it in 6 quarters since.
  • 558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.