BIP Wealth’s SouthState Bank Corp SSB Stock Holding History

BIP 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 Q1	$2.89M	Buy	31,254 +642	+2%	+$63K	0.12%	110
2025 Q4	$2.88M	Sell	30,612 -9	-0%	-$834	0.1%	118
2025 Q3	$3.03M	Sell	30,621 -1,332	-4%	-$131K	0.15%	70
2025 Q2	$2.94M	Buy	31,953 +984	+3%	+$86.4K	0.18%	57
2025 Q1	$2.87M	Buy	30,969 +4	+0%	+$394	0.19%	56
2024 Q4	$3.08M	Sell	30,965 -457	-1%	-$47.1K	0.21%	55
2024 Q3	$3.05M	Buy	31,422 +26,966	+605%	+$2.47M	0.21%	52
2024 Q2	$341K	Sell	4,456 -33	-0.7%	-$2.56K	0.03%	139
2024 Q1	$382K	Sell	4,489 -600	-12%	-$49.4K	0.03%	142
2023 Q4	$430K	Buy	+5,089	New	+$376K	0.03%	125

Other funds holding SSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIP Wealth's SSB Position: Q1 2026 in Review

BIP Wealth increased its SouthState Bank Corp (SSB) stake by 2.1% in Q1 2026, buying an estimated $63K and bringing the position to 31,254 shares worth $2.89M. The position accounts for 0.12% of the portfolio, ranked #110.

BIP Wealth first reported a position in SSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.08M in Q4 2024. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

BIP Wealth held 31,254 shares of SouthState Bank Corp worth $2.89M as of Q1 2026.
BIP Wealth bought 642 SouthState Bank Corp shares in Q1 2026, an estimated $63K.
SouthState Bank Corp made up 0.12% of BIP Wealth's portfolio in Q1 2026, its #110 holding.
BIP Wealth first reported a position in SouthState Bank Corp in Q4 2023 and has held it in 10 quarters since.
BIP Wealth's SouthState Bank Corp position peaked at $3.08M in Q4 2024.
511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

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