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

Cary Street Partners’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	$200K	Buy	+2,003	New	+$193K	﹤0.01%	925
2026 Q1	–	Sell	-3,032	Closed	-$285K	–	1031
2025 Q4	$285K	Buy	+3,032	New	+$281K	0.01%	739
2025 Q2	–	Sell	-2,196	Closed	-$204K	–	933
2025 Q1	$204K	Sell	2,196 -9	-0.4%	-$886	0.01%	742
2024 Q4	$219K	Buy	+2,205	New	+$227K	0.01%	693

Other funds holding SSB

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Cary Street Partners opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 2,003 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #925 among its holdings. This is a return to the name: Cary Street Partners previously reported a position in SSB as recently as Q4 2025.

Cary Street Partners first reported a position in SSB in Q4 2024 and has held it in 4 quarters since. The position peaked at $285K in Q4 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Cary Street Partners held 2,003 shares of SouthState Bank Corp worth $200K as of Q2 2026.
SouthState Bank Corp was a new Cary Street Partners position in Q2 2026.
SouthState Bank Corp made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #925 holding.
Cary Street Partners first reported a position in SouthState Bank Corp in Q4 2024 and has held it in 4 quarters since.
Cary Street Partners's SouthState Bank Corp position peaked at $285K in Q4 2025.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

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