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Beacon Pointe Advisors’s SouthState Bank Corp SSB Stock Holding History

Beacon Pointe 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
Q2 		$2.85M Sell
28,572
-2,385
-8% -$230K 0.01% 658
2026
Q1 		$2.86M Buy
30,957
+8,065
+35% +$791K 0.02% 632
2025
Q4 		$2.15M Sell
22,892
-1,302
-5% -$121K 0.02% 584
2025
Q3 		$2.39M Sell
24,194
-4,188
-15% -$411K 0.02% 512
2025
Q2 		$2.61M Sell
28,382
-9
-0% -$791 0.03% 433
2025
Q1 		$2.64M Buy
28,391
+1,728
+6% +$170K 0.03% 407
2024
Q4 		$2.65M Sell
26,663
-614
-2% -$63.3K 0.03% 399
2024
Q3 		$2.65M Sell
27,277
-2,512
-8% -$230K 0.03% 412
2024
Q2 		$2.28M Sell
29,789
-4,904
-14% -$380K 0.03% 447
2024
Q1 		$2.95M Sell
34,693
-151
-0.4% -$12.4K 0.03% 407
2023
Q4 		$2.94M Buy
34,844
+233
+0.7% +$17.2K 0.04% 399
2023
Q3 		$2.33M Buy
34,611
+15,360
+80% +$1.11M 0.03% 433
2023
Q2 		$1.27M Sell
19,251
-10,670
-36% -$712K 0.02% 470
2023
Q1 		$2.13M Sell
29,921
-14,693
-33% -$1.14M 0.04% 379
2022
Q4 		$3.41M Sell
44,614
-11,118
-20% -$933K 0.07% 259
2022
Q3 		$4.41M Sell
55,732
-44,334
-44% -$3.57M 0.1% 184
2022
Q2 		$7.72M Sell
100,066
-2,605
-3% -$203K 0.16% 136
2022
Q1 		$8.38M Buy
102,671
+53
+0.1% +$4.57K 0.11% 178
2021
Q4 		$8.22M Buy
102,618
+43
+0% +$3.42K 0.21% 100
2021
Q3 		$7.66M Buy
102,575
+132
+0.1% +$9.4K 0.19% 128
2021
Q2 		$8.38M Buy
102,443
+87,257
+575% +$7.42M 0.3% 86
2021
Q1 		$1.19M Buy
15,186
+3,205
+27% +$258K 0.07% 192
2020
Q4 		$866K Sell
11,981
-9,192
-43% -$604K 0.06% 212
2020
Q3 		$1.02M Buy
21,173
+11,692
+123% +$604K 0.1% 161
2020
Q2 		$453K Buy
+9,481
New +$495K 0.05% 246

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

Beacon Pointe Advisors's SSB Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its SouthState Bank Corp (SSB) stake by 7.7% in Q2 2026, selling an estimated $230K and leaving 28,572 shares worth $2.85M. The position accounts for 0.01% of the portfolio, ranked #658.

Beacon Pointe Advisors first reported a position in SSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.38M in Q1 2022. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Beacon Pointe Advisors held 28,572 shares of SouthState Bank Corp worth $2.85M as of Q2 2026.
  • Beacon Pointe Advisors sold 2,385 SouthState Bank Corp shares in Q2 2026, an estimated $230K.
  • SouthState Bank Corp made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #658 holding.
  • Beacon Pointe Advisors first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 25 quarters since.
  • Beacon Pointe Advisors's SouthState Bank Corp position peaked at $8.38M in Q1 2022.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.