Capital Advisors Ltd’s SouthState Bank Corp SSB Stock Holding History

Capital Advisors Ltd’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	$1K	Sell	12 -111	-90%	-$10.7K	﹤0.01%	1300
2026 Q1	$11K	Sell	123 -41	-25%	-$4.02K	﹤0.01%	814
2025 Q4	$15K	Sell	164 -164	-50%	-$15.2K	﹤0.01%	728
2025 Q3	$32K	Buy	328 +164	+100%	+$16.1K	﹤0.01%	564
2025 Q2	$15K	Hold	164	–	–	﹤0.01%	694
2025 Q1	$15K	Buy	164 +12	+8%	+$1.18K	﹤0.01%	679
2024 Q4	$15K	Hold	152	–	–	﹤0.01%	688
2024 Q3	$15K	Hold	152	–	–	﹤0.01%	684
2024 Q2	$12K	Hold	152	–	–	﹤0.01%	719
2024 Q1	$13K	Hold	152	–	–	﹤0.01%	670
2023 Q4	$13K	Hold	152	–	–	﹤0.01%	654
2023 Q3	$10K	Hold	152	–	–	﹤0.01%	689
2023 Q2	$10K	Buy	+152	New	+$10.1K	﹤0.01%	703
2023 Q1	–	Sell	-155	Closed	–	–	1535
2022 Q4	$0	Buy	155 +152	+5,067%	+$12.8K	﹤0.01%	1616
2022 Q3	$0	Buy	+3	New	+$241	﹤0.01%	1502

Other funds holding SSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Advisors Ltd's SSB Position: Q2 2026 in Review

Capital Advisors Ltd reduced its SouthState Bank Corp (SSB) stake by 90% in Q2 2026, selling an estimated $10.7K and leaving 12 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Capital Advisors Ltd first reported a position in SSB in Q3 2022 and has held it in 15 quarters since. The position peaked at $32K in Q3 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Capital Advisors Ltd held 12 shares of SouthState Bank Corp worth $1K as of Q2 2026.
Capital Advisors Ltd sold 111 SouthState Bank Corp shares in Q2 2026, an estimated $10.7K.
SouthState Bank Corp made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1300 holding.
Capital Advisors Ltd first reported a position in SouthState Bank Corp in Q3 2022 and has held it in 15 quarters since.
Capital Advisors Ltd's SouthState Bank Corp position peaked at $32K in Q3 2025.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.