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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
Q2 		$958K Buy
9,591
+62
+0.7% +$5.97K 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 		$939K 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

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Burkett Financial Services's SSB Position: Q2 2026 in Review

Burkett Financial Services increased its SouthState Bank Corp (SSB) stake by 0.65% in Q2 2026, buying an estimated $5.97K and bringing the position to 9,591 shares worth $958K. The position accounts for 0.3% of the portfolio, ranked #28.

Burkett Financial Services first reported a position in SSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q3 2025. 163 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Burkett Financial Services held 9,591 shares of SouthState Bank Corp worth $958K as of Q2 2026.
  • Burkett Financial Services bought 62 SouthState Bank Corp shares in Q2 2026, an estimated $5.97K.
  • SouthState Bank Corp made up 0.3% of Burkett Financial Services's portfolio in Q2 2026, its #28 holding.
  • Burkett Financial Services first reported a position in SouthState Bank Corp in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's SouthState Bank Corp position peaked at $1.01M in Q3 2025.
  • 163 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.