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Concord Wealth Partners’s SouthState Bank Corp SSB Stock Holding History

Concord Wealth 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 		$58.6K Buy
+587
New +$56.6K 0.01% 349
2025
Q1 		– Sell
-9
Closed -$895 – 957
2024
Q4 		$895 Hold
9
– – ﹤0.01% 813
2024
Q3 		$875 Buy
+9
New +$823 ﹤0.01% 851

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

Concord Wealth Partners's SSB Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 587 shares worth $58.6K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SSB as recently as Q4 2024.

Concord Wealth Partners first reported a position in SSB in Q3 2024 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Concord Wealth Partners held 587 shares of SouthState Bank Corp worth $58.6K as of Q2 2026.
  • SouthState Bank Corp was a new Concord Wealth Partners position in Q2 2026.
  • SouthState Bank Corp made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #349 holding.
  • Concord Wealth Partners first reported a position in SouthState Bank Corp in Q3 2024 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.