Capstone Investment Advisors
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Capstone Investment Advisors’s SouthState Bank Corp SSB Stock Holding History

Capstone Investment Advisors’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 		$939K Buy
9,396
+4,300
+84% +$414K ﹤0.01% 978
2026
Q1 		$471K Buy
+5,096
New +$500K ﹤0.01% 1165
2018
Q1 		– Sell
-4,443
Closed -$387K – 531
2017
Q4 		$387K Buy
+4,443
New +$399K 0.01% 315
2016
Q2 		– Sell
-5,899
Closed -$378K – 833
2016
Q1 		$378K Buy
+5,899
New +$380K 0.01% 462

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

Capstone Investment Advisors's SSB Position: Q2 2026 in Review

Capstone Investment Advisors increased its SouthState Bank Corp (SSB) stake by 84% in Q2 2026, buying an estimated $414K and bringing the position to 9,396 shares worth $939K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Capstone Investment Advisors first reported a position in SSB in Q1 2016 and has held it in 4 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Capstone Investment Advisors held 9,396 shares of SouthState Bank Corp worth $939K as of Q2 2026.
  • Capstone Investment Advisors bought 4,300 SouthState Bank Corp shares in Q2 2026, an estimated $414K.
  • SouthState Bank Corp made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #978 holding.
  • Capstone Investment Advisors first reported a position in SouthState Bank Corp in Q1 2016 and has held it in 4 quarters since.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.