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Concurrent Investment Advisors’s SouthState Bank Corp SSB Stock Holding History

Concurrent Investment 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 		$1.46M Buy
14,658
+2,875
+24% +$277K 0.01% 834
2026
Q1 		$1.09M Buy
11,783
+412
+4% +$40.4K 0.01% 842
2025
Q4 		$1.07M Buy
11,371
+1,476
+15% +$137K 0.01% 799
2025
Q3 		$978K Buy
9,895
+59
+0.6% +$5.79K 0.02% 664
2025
Q2 		$905K Buy
9,836
+214
+2% +$18.8K 0.02% 628
2025
Q1 		$893K Sell
9,622
-184
-2% -$18.1K 0.02% 577
2024
Q4 		$976K Hold
9,806
– – 0.03% 492
2024
Q3 		$953K Sell
9,806
-22
-0.2% -$2.01K 0.03% 476
2024
Q2 		$751K Buy
9,828
+81
+0.8% +$6.27K 0.02% 500
2024
Q1 		$829K Buy
9,747
+34
+0.4% +$2.8K 0.03% 415
2023
Q4 		$820K Buy
+9,713
New +$717K 0.04% 370

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

Concurrent Investment Advisors's SSB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its SouthState Bank Corp (SSB) stake by 24% in Q2 2026, buying an estimated $277K and bringing the position to 14,658 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #834.

Concurrent Investment Advisors first reported a position in SSB in Q4 2023 and has held it in 11 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Concurrent Investment Advisors held 14,658 shares of SouthState Bank Corp worth $1.46M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,875 SouthState Bank Corp shares in Q2 2026, an estimated $277K.
  • SouthState Bank Corp made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #834 holding.
  • Concurrent Investment Advisors first reported a position in SouthState Bank Corp in Q4 2023 and has held it in 11 quarters since.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.