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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Carlson Capital's SSB Position: Q1 2026 in Review

Carlson Capital increased its SouthState Bank Corp (SSB) stake by 87% in Q1 2026, buying an estimated $824K and bringing the position to 18,098 shares worth $1.67M. The position accounts for 0.53% of the portfolio, ranked #35.

Carlson Capital first reported a position in SSB in Q3 2022 and has held it in 7 quarters since. The position peaked at $10.1M in Q3 2022. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

Carlson Capital held 18,098 shares of SouthState Bank Corp worth $1.67M as of Q1 2026.
Carlson Capital bought 8,398 SouthState Bank Corp shares in Q1 2026, an estimated $824K.
SouthState Bank Corp made up 0.53% of Carlson Capital's portfolio in Q1 2026, its #35 holding.
Carlson Capital first reported a position in SouthState Bank Corp in Q3 2022 and has held it in 7 quarters since.
Carlson Capital's SouthState Bank Corp position peaked at $10.1M in Q3 2022.
511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Carlson Capital's 13F filing for Q1 2026, filed 28 May 2026.