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Chicago Partners Investment Group’s SouthState Bank Corp SSB Stock Holding History

Chicago Partners Investment Group’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 		$605K Buy
5,978
+2,738
+85% +$264K 0.01% 885
2026
Q1 		$316K Sell
3,240
-68
-2% -$6.67K 0.01% 1111
2025
Q4 		$331K Sell
3,308
-3,786
-53% -$351K 0.01% 974
2025
Q3 		$637K Buy
7,094
+4,206
+146% +$413K 0.02% 570
2025
Q2 		$281K Buy
2,888
+3
+0.1% +$264 0.01% 874
2025
Q1 		$252K Buy
2,885
+211
+8% +$20.8K 0.01% 760
2024
Q4 		$257K Sell
2,674
-163
-6% -$16.8K 0.01% 716
2024
Q3 		$274K Buy
2,837
+186
+7% +$17K 0.01% 648
2024
Q2 		$262K Buy
2,651
+33
+1% +$2.56K 0.01% 632
2024
Q1 		$209K Buy
2,618
+9
+0.3% +$741 0.01% 689
2023
Q4 		$215K Buy
+2,609
New +$193K 0.01% 636
2023
Q1 		– Sell
-2,580
Closed -$211K – 686
2022
Q4 		$211K Hold
2,580
– – 0.01% 573
2022
Q3 		$233K Hold
2,580
– – 0.02% 496
2022
Q2 		$219K Buy
+2,580
New +$201K 0.02% 522
2022
Q1 		– Sell
-2,580
Closed -$225K – 603
2021
Q4 		$225K Hold
2,580
– – 0.02% 502
2021
Q3 		$215K Buy
+2,580
New +$184K 0.02% 531
2021
Q2 		– Sell
-2,580
Closed -$215K – 557
2021
Q1 		$215K Sell
2,580
-2,580
-50% -$207K 0.02% 472
2020
Q4 		$411K Hold
5,160
– – 0.04% 314
2020
Q3 		$333K Hold
5,160
– – 0.04% 302
2020
Q2 		$242K Buy
+5,160
New +$269K 0.03% 330

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Chicago Partners Investment Group's SSB Position: Q2 2026 in Review

Chicago Partners Investment Group increased its SouthState Bank Corp (SSB) stake by 85% in Q2 2026, buying an estimated $264K and bringing the position to 5,978 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #885.

Chicago Partners Investment Group first reported a position in SSB in Q2 2020 and has held it in 20 quarters since. The position peaked at $637K in Q3 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Chicago Partners Investment Group held 5,978 shares of SouthState Bank Corp worth $605K as of Q2 2026.
  • Chicago Partners Investment Group bought 2,738 SouthState Bank Corp shares in Q2 2026, an estimated $264K.
  • SouthState Bank Corp made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #885 holding.
  • Chicago Partners Investment Group first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 20 quarters since.
  • Chicago Partners Investment Group's SouthState Bank Corp position peaked at $637K in Q3 2025.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.