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 Q3	$5K	Buy	55 +25	+83%	+$2.62K	﹤0.01%	785
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Avion Wealth's SSB Position: Q3 2026 in Review

Avion Wealth increased its SouthState Bank Corp (SSB) stake by 83% in Q3 2026, buying an estimated $2.62K and bringing the position to 55 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Avion Wealth first reported a position in SSB in Q1 2024 and has held it in 7 quarters since. 315 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

Avion Wealth held 55 shares of SouthState Bank Corp worth $5K as of Q3 2026.
Avion Wealth bought 25 SouthState Bank Corp shares in Q3 2026, an estimated $2.62K.
SouthState Bank Corp made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #785 holding.
Avion Wealth first reported a position in SouthState Bank Corp in Q1 2024 and has held it in 7 quarters since.
315 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.