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Chas P. Smith & Associates (CPS)’s SouthState Bank Corp SSB Stock Holding History

Chas P. Smith & Associates (CPS)’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 		– Sell
-6,660
Closed -$627K – 182
2025
Q4 		$627K Hold
6,660
– – 0.03% 93
2025
Q3 		$658K Hold
6,660
– – 0.06% 73
2025
Q2 		$613K Sell
6,660
-4,828
-42% -$424K 0.03% 95
2025
Q1 		$1.07M Buy
11,488
+167
+1% +$16.4K 0.06% 72
2024
Q4 		$1.13M Sell
11,321
-241
-2% -$24.8K 0.06% 65
2024
Q3 		$1.12M Buy
+11,562
New +$1.06M 0.06% 68

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
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

Chas P. Smith & Associates (CPS)'s SSB Position: Q1 2026 in Review

Chas P. Smith & Associates (CPS) sold out of SouthState Bank Corp (SSB) in Q1 2026, closing a stake of 6,660 shares — an estimated $627K sold.

Chas P. Smith & Associates (CPS) first reported a position in SSB in Q3 2024 and held it in 6 quarters. The position peaked at $1.13M in Q4 2024. 514 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Chas P. Smith & Associates (CPS) reported no remaining SouthState Bank Corp position as of Q1 2026 after selling out during the quarter.
  • Chas P. Smith & Associates (CPS) sold 6,660 SouthState Bank Corp shares in Q1 2026, an estimated $627K.
  • Chas P. Smith & Associates (CPS) first reported a position in SouthState Bank Corp in Q3 2024 and held it in 6 quarters.
  • Chas P. Smith & Associates (CPS)'s SouthState Bank Corp position peaked at $1.13M in Q4 2024.
  • 514 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Chas P. Smith & Associates (CPS)'s 13F filing for Q1 2026, filed 12 May 2026.