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Bay Harbor Wealth Management’s SouthState Bank Corp SSB Stock Holding History

Bay Harbor Wealth Management’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 		$1.6K Buy
16
+4
+33% +$386 ﹤0.01% 727
2026
Q1 		$1.11K Buy
12
+5
+71% +$490 ﹤0.01% 733
2025
Q4 		$658 Buy
7
+2
+40% +$185 ﹤0.01% 756
2025
Q3 		$494 Buy
5
+1
+25% +$98 ﹤0.01% 734
2025
Q2 		$368 Buy
4
+3
+300% +$264 ﹤0.01% 739
2025
Q1 		$92 Buy
+1
New +$98 ﹤0.01% 892

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

Bay Harbor Wealth Management's SSB Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its SouthState Bank Corp (SSB) stake by 33% in Q2 2026, buying an estimated $386 and bringing the position to 16 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #727.

Bay Harbor Wealth Management first reported a position in SSB in Q1 2025 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Bay Harbor Wealth Management held 16 shares of SouthState Bank Corp worth $1.6K as of Q2 2026.
  • Bay Harbor Wealth Management bought 4 SouthState Bank Corp shares in Q2 2026, an estimated $386.
  • SouthState Bank Corp made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #727 holding.
  • Bay Harbor Wealth Management first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 6 quarters since.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.