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Bogart Wealth LLC’s SouthState Bank Corp SSB Stock Holding History

Bogart Wealth LLC’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 		$6.29K Buy
63
+11
+21% +$1.06K ﹤0.01% 1140
2026
Q1 		$4.81K Buy
+52
New +$5.1K ﹤0.01% 1071
2025
Q2 		– Sell
-5
Closed -$464 – 1538
2025
Q1 		$464 Buy
+5
New +$492 ﹤0.01% 1304

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

Bogart Wealth LLC's SSB Position: Q2 2026 in Review

Bogart Wealth LLC increased its SouthState Bank Corp (SSB) stake by 21% in Q2 2026, buying an estimated $1.06K and bringing the position to 63 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Bogart Wealth LLC first reported a position in SSB in Q1 2025 and has held it in 3 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Bogart Wealth LLC held 63 shares of SouthState Bank Corp worth $6.29K as of Q2 2026.
  • Bogart Wealth LLC bought 11 SouthState Bank Corp shares in Q2 2026, an estimated $1.06K.
  • SouthState Bank Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1140 holding.
  • Bogart Wealth LLC first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 3 quarters since.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.