Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s SouthState Bank Corp SSB Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.95M Buy
21,120
+2,073
+11% +$203K 0.01% 1204
2025
Q4 		$1.79M Sell
19,047
-72,241
-79% -$6.69M ﹤0.01% 1192
2025
Q3 		$9.03M Buy
91,288
+79,719
+689% +$7.83M 0.03% 507
2025
Q2 		$1.06M Sell
11,569
-147
-1% -$12.9K ﹤0.01% 1218
2025
Q1 		$1.09M Sell
11,716
-235
-2% -$23.1K ﹤0.01% 1080
2024
Q4 		$1.19M Sell
11,951
-743
-6% -$76.6K ﹤0.01% 998
2024
Q3 		$1.23M Sell
12,694
-324
-2% -$29.6K 0.01% 909
2024
Q2 		$995K Sell
13,018
-1,239
-9% -$96K ﹤0.01% 889
2024
Q1 		$1.21M Sell
14,257
-1,290
-8% -$106K 0.01% 787
2023
Q4 		$1.31M Sell
15,547
-1,150
-7% -$84.9K 0.01% 700
2023
Q3 		$1.13M Sell
16,697
-1,274
-7% -$91.9K 0.01% 694
2023
Q2 		$1.18M Sell
17,971
-873
-5% -$58.3K 0.01% 651
2023
Q1 		$1.34M Buy
18,844
+20
+0.1% +$1.56K 0.01% 569
2022
Q4 		$1.44M Sell
18,824
-66
-0.3% -$5.54K 0.01% 512
2022
Q3 		$1.5M Sell
18,890
-494
-3% -$39.7K 0.01% 458
2022
Q2 		$1.5M Sell
19,384
-1,140
-6% -$88.8K 0.01% 457
2022
Q1 		$1.68M Sell
20,524
-47,770
-70% -$4.12M 0.01% 436
2021
Q4 		$5.47M Buy
+68,294
New +$5.43M 0.04% 287
2021
Q2 		$2.1M Hold
25,670
– – 0.02% 414
2021
Q1 		$2.1M Hold
25,670
– – 0.02% 414
2020
Q4 		$2.1M Hold
25,670
– – 0.02% 414
2020
Q3 		$2.1M Hold
25,670
– – 0.02% 414
2020
Q2 		$2.1M Hold
25,670
– – 0.02% 414
2020
Q1 		$2.1M Hold
25,670
– – 0.02% 414
2019
Q4 		$2.1M Hold
25,670
– – 0.02% 414
2019
Q3 		$2.1M Hold
25,670
– – 0.02% 414
2019
Q2 		$2.1M Hold
25,670
– – 0.02% 414
2019
Q1 		$2.1M Buy
25,670
+25,649
+122,138% +$1.72M 0.02% 414
2018
Q4 		$1K Hold
21
– – ﹤0.01% 1988
2018
Q3 		$2K Hold
21
– – ﹤0.01% 1563
2018
Q2 		$2K Buy
+21
New +$1.85K ﹤0.01% 1422

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SSB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SouthState Bank Corp (SSB) stake by 11% in Q1 2026, buying an estimated $203K and bringing the position to 21,120 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #1204.

Carson Wealth (CWM LLC) first reported a position in SSB in Q2 2018 and has held it in 31 quarters since. The position peaked at $9.03M in Q3 2025. 514 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,120 shares of SouthState Bank Corp worth $1.95M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,073 SouthState Bank Corp shares in Q1 2026, an estimated $203K.
  • SouthState Bank Corp made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1204 holding.
  • Carson Wealth (CWM LLC) first reported a position in SouthState Bank Corp in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s SouthState Bank Corp position peaked at $9.03M in Q3 2025.
  • 514 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.