Burkett Financial Services’s SouthState Bank Corp SSB Stock Holding History

Burkett Financial Services’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 Q3	$961K	Buy	9,648 +57	+0.6%	+$5.97K	0.29%	29
2026 Q2	$958K	Buy	9,591 +62	+0.7%	+$5.98K	0.3%	28
2026 Q1	$882K	Buy	9,529 +55	+0.6%	+$5.39K	0.3%	28
2025 Q4	$892K	Sell	9,474 -760	-7%	-$70.4K	0.3%	28
2025 Q3	$1.01M	Buy	10,234 +62	+0.6%	+$6.09K	0.35%	25
2025 Q2	$936K	Buy	10,172 +61	+0.6%	+$5.36K	0.34%	25
2025 Q1	$938K	Buy	10,111 +52	+0.5%	+$5.12K	0.38%	22
2024 Q4	$1M	Hold	10,059	–	–	0.41%	22
2024 Q3	$978K	Buy	10,059 +59	+0.6%	+$5.4K	0.4%	20
2024 Q2	$764K	Buy	10,000 +64	+0.6%	+$4.96K	0.39%	22
2024 Q1	$845K	Buy	9,936 +61	+0.6%	+$5.02K	0.44%	21
2023 Q4	$834K	Buy	+9,875	New	+$729K	0.46%	20

Other funds holding SSB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Burkett Financial Services's SSB Position: Q3 2026 in Review

Burkett Financial Services increased its SouthState Bank Corp (SSB) stake by 0.59% in Q3 2026, buying an estimated $5.97K and bringing the position to 9,648 shares worth $961K. The position accounts for 0.29% of the portfolio, ranked #29.

Burkett Financial Services first reported a position in SSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q3 2025. 258 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

Burkett Financial Services held 9,648 shares of SouthState Bank Corp worth $961K as of Q3 2026.
Burkett Financial Services bought 57 SouthState Bank Corp shares in Q3 2026, an estimated $5.97K.
SouthState Bank Corp made up 0.29% of Burkett Financial Services's portfolio in Q3 2026, its #29 holding.
Burkett Financial Services first reported a position in SouthState Bank Corp in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's SouthState Bank Corp position peaked at $1.01M in Q3 2025.
258 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.