Corient Private Wealth
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Corient Private Wealth’s SouthState Bank Corp SSB Stock Holding History

Corient Private Wealth’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 		$1.69M Buy
16,901
+12,818
+314% +$1.24M ﹤0.01% 1493
2026
Q1 		$378K Buy
+4,083
New +$400K ﹤0.01% 2189
2025
Q4 		– Sell
-17,109
Closed -$1.69M – 2788
2025
Q3 		$1.69M Sell
17,109
-500
-3% -$49.1K ﹤0.01% 1145
2025
Q2 		$1.62M Sell
17,609
-199
-1% -$17.5K ﹤0.01% 1130
2025
Q1 		$1.65M Buy
17,808
+6,509
+58% +$641K ﹤0.01% 1050
2024
Q4 		$1.12M Sell
11,299
-6,390
-36% -$658K ﹤0.01% 1268
2024
Q3 		$1.72M Buy
17,689
+8,222
+87% +$752K ﹤0.01% 1165
2024
Q2 		$723K Sell
9,467
-1,292
-12% -$100K ﹤0.01% 1465
2024
Q1 		$915K Sell
10,759
-430
-4% -$35.4K ﹤0.01% 1339
2023
Q4 		$945K Buy
11,189
+3,936
+54% +$291K ﹤0.01% 1309
2023
Q3 		$489K Sell
7,253
-465
-6% -$33.5K ﹤0.01% 1514
2023
Q2 		$508K Sell
7,718
-1,540
-17% -$103K ﹤0.01% 1445
2023
Q1 		$660K Buy
9,258
+4,322
+88% +$336K ﹤0.01% 1259
2022
Q4 		$377K Buy
+4,936
New +$414K ﹤0.01% 1248

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

Corient Private Wealth's SSB Position: Q2 2026 in Review

Corient Private Wealth increased its SouthState Bank Corp (SSB) stake by 314% in Q2 2026, buying an estimated $1.24M and bringing the position to 16,901 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

Corient Private Wealth first reported a position in SSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.72M in Q3 2024. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Corient Private Wealth held 16,901 shares of SouthState Bank Corp worth $1.69M as of Q2 2026.
  • Corient Private Wealth bought 12,818 SouthState Bank Corp shares in Q2 2026, an estimated $1.24M.
  • SouthState Bank Corp made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1493 holding.
  • Corient Private Wealth first reported a position in SouthState Bank Corp in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's SouthState Bank Corp position peaked at $1.72M in Q3 2024.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.