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Clearstead Advisors’s SouthState Bank Corp SSB Stock Holding History

Clearstead Advisors’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 		$8.79K Buy
88
+68
+340% +$6.55K ﹤0.01% 2021
2026
Q1 		$1.85K Sell
20
-347
-95% -$34K ﹤0.01% 1917
2025
Q4 		$34.5K Buy
367
+10
+3% +$926 ﹤0.01% 1540
2025
Q3 		$35.3K Sell
357
-2,856
-89% -$280K ﹤0.01% 1403
2025
Q2 		$296K Buy
3,213
+124
+4% +$10.9K ﹤0.01% 766
2025
Q1 		$287K Buy
3,089
+73
+2% +$7.19K ﹤0.01% 727
2024
Q4 		$300K Hold
3,016
– – ﹤0.01% 724
2024
Q3 		$293K Hold
3,016
– – ﹤0.01% 732
2024
Q2 		$230K Buy
+3,016
New +$234K ﹤0.01% 775

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

Clearstead Advisors's SSB Position: Q2 2026 in Review

Clearstead Advisors increased its SouthState Bank Corp (SSB) stake by 340% in Q2 2026, buying an estimated $6.55K and bringing the position to 88 shares worth $8.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

Clearstead Advisors first reported a position in SSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $300K in Q4 2024. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Clearstead Advisors held 88 shares of SouthState Bank Corp worth $8.79K as of Q2 2026.
  • Clearstead Advisors bought 68 SouthState Bank Corp shares in Q2 2026, an estimated $6.55K.
  • SouthState Bank Corp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2021 holding.
  • Clearstead Advisors first reported a position in SouthState Bank Corp in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's SouthState Bank Corp position peaked at $300K in Q4 2024.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.