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Carlson Capital’s SouthState Bank Corp SSB Stock Holding History

Carlson Capital’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 		$12M Buy
119,913
+101,815
+563% +$9.81M 2.42% 16
2026
Q1 		$1.67M Buy
18,098
+8,398
+87% +$824K 0.53% 35
2025
Q4 		$913K Buy
9,700
+1,600
+20% +$148K 0.32% 28
2025
Q3 		$801K Sell
8,100
-7,800
-49% -$766K 0.3% 32
2025
Q2 		$1.46M Buy
15,900
+11,500
+261% +$1.01M 0.6% 15
2025
Q1 		$408K Buy
+4,400
New +$433K 0.16% 33
2023
Q1 		– Sell
-104,898
Closed -$8.01M – 131
2022
Q4 		$8.01M Sell
104,898
-22,402
-18% -$1.88M 0.61% 46
2022
Q3 		$10.1M Buy
+127,300
New +$10.2M 0.76% 30

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

Carlson Capital's SSB Position: Q2 2026 in Review

Carlson Capital increased its SouthState Bank Corp (SSB) stake by 563% in Q2 2026, buying an estimated $9.81M and bringing the position to 119,913 shares worth $12M. The position accounts for 2.42% of the portfolio, ranked #16.

Carlson Capital first reported a position in SSB in Q3 2022 and has held it in 8 quarters since. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Carlson Capital held 119,913 shares of SouthState Bank Corp worth $12M as of Q2 2026.
  • Carlson Capital bought 101,815 SouthState Bank Corp shares in Q2 2026, an estimated $9.81M.
  • SouthState Bank Corp made up 2.42% of Carlson Capital's portfolio in Q2 2026, its #16 holding.
  • Carlson Capital first reported a position in SouthState Bank Corp in Q3 2022 and has held it in 8 quarters since.
  • 558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Carlson Capital's 13F filing for Q2 2026, filed 12 Aug 2026.