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Caprock Group’s SouthState Bank Corp SSB Stock Holding History

Caprock Group’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 		$566K Buy
+5,667
New +$546K 0.01% 810
2026
Q1 		– Sell
-5,086
Closed -$479K – 1283
2025
Q4 		$479K Buy
+5,086
New +$471K 0.01% 842
2025
Q1 		$242K Buy
2,603
+36
+1% +$3.54K 0.01% 944
2024
Q4 		$255K Buy
2,567
+140
+6% +$14.4K 0.01% 856
2024
Q3 		$236K Buy
+2,427
New +$222K 0.01% 797
2024
Q2 		– Sell
-2,393
Closed -$204K – 907
2024
Q1 		$204K Buy
+2,393
New +$197K 0.01% 675

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

Caprock Group's SSB Position: Q2 2026 in Review

Caprock Group opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 5,667 shares worth $566K. The stake represents 0.01% of the portfolio and ranks #810 among its holdings. This is a return to the name: Caprock Group previously reported a position in SSB as recently as Q4 2025.

Caprock Group first reported a position in SSB in Q1 2024 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Caprock Group held 5,667 shares of SouthState Bank Corp worth $566K as of Q2 2026.
  • SouthState Bank Corp was a new Caprock Group position in Q2 2026.
  • SouthState Bank Corp made up 0.01% of Caprock Group's portfolio in Q2 2026, its #810 holding.
  • Caprock Group first reported a position in SouthState Bank Corp in Q1 2024 and has held it in 6 quarters since.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.