Cary Street Partners Investment Advisory’s SouthState Bank Corp SSB Stock Holding History

Cary Street Partners Investment Advisory’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	$3.7K	Buy	+37	New	+$3.57K	﹤0.01%	719
2026 Q1	–	Sell	-64	Closed	-$6.02K	–	721
2025 Q4	$6.02K	Buy	+64	New	+$5.93K	﹤0.01%	637
2025 Q2	–	Sell	-67	Closed	-$6.22K	–	610
2025 Q1	$6.22K	Buy	67 +47	+235%	+$4.63K	﹤0.01%	509
2024 Q4	$1.99K	Sell	20 -2,145	-99%	-$221K	﹤0.01%	486
2024 Q3	$210K	Buy	+2,165	New	+$198K	0.01%	721
2023 Q4	–	Sell	-1,432	Closed	-$96.5K	–	1661
2023 Q3	$96.5K	Hold	1,432	–	–	0.01%	711
2023 Q2	$94.2K	Buy	1,432 +226	+19%	+$15.1K	0.01%	677
2023 Q1	$85.9K	Hold	1,206	–	–	0.01%	627
2022 Q4	$92.1K	Buy	+1,206	New	+$101K	0.01%	601
2020 Q4	–	Sell	-2,004	Closed	-$96K	–	802
2020 Q3	$96K	Buy	+2,004	New	+$104K	0.02%	385

Other funds holding SSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's SSB Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 37 shares worth $3.7K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in SSB as recently as Q4 2025.

Cary Street Partners Investment Advisory first reported a position in SSB in Q3 2020 and has held it in 10 quarters since. The position peaked at $210K in Q3 2024. 311 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Cary Street Partners Investment Advisory held 37 shares of SouthState Bank Corp worth $3.7K as of Q2 2026.
SouthState Bank Corp was a new Cary Street Partners Investment Advisory position in Q2 2026.
SouthState Bank Corp made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #719 holding.
Cary Street Partners Investment Advisory first reported a position in SouthState Bank Corp in Q3 2020 and has held it in 10 quarters since.
Cary Street Partners Investment Advisory's SouthState Bank Corp position peaked at $210K in Q3 2024.
311 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.