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B. Riley Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

B. Riley Wealth 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
Q1 		– Sell
-2,311
Closed -$217K – 1098
2025
Q4 		$217K Sell
2,311
-169
-7% -$15.7K 0.01% 833
2025
Q3 		$245K Buy
2,480
+115
+5% +$11.3K 0.01% 802
2025
Q2 		$218K Buy
+2,365
New +$208K 0.01% 856
2015
Q1 		– Sell
-119
Closed -$8 – 1795
2014
Q4 		$8 Buy
+119
New +$7.3K ﹤0.01% 2985

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

B. Riley Wealth Advisors's SSB Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of SouthState Bank Corp (SSB) in Q1 2026, closing a stake of 2,311 shares — an estimated $217K sold.

B. Riley Wealth Advisors first reported a position in SSB in Q4 2014 and held it in 4 quarters. The position peaked at $245K in Q3 2025. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining SouthState Bank Corp position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,311 SouthState Bank Corp shares in Q1 2026, an estimated $217K.
  • B. Riley Wealth Advisors first reported a position in SouthState Bank Corp in Q4 2014 and held it in 4 quarters.
  • B. Riley Wealth Advisors's SouthState Bank Corp position peaked at $245K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.