Cornerstone Management’s SouthState Bank Corp SSB Stock Holding History

Cornerstone Management’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 Q3	$457K	Hold	4,588	–	–	0.07%	43
2026 Q2	$458K	Sell	4,588 -116	-2%	-$11.2K	0.07%	43
2026 Q1	$435K	Hold	4,704	–	–	0.07%	44
2025 Q4	$443K	Hold	4,704	–	–	0.07%	45
2025 Q3	$465K	Hold	4,704	–	–	0.08%	41
2025 Q2	$433K	Sell	4,704 -114	-2%	-$10K	0.08%	41
2025 Q1	$447K	Hold	4,818	–	–	0.08%	35
2024 Q4	$479K	Hold	4,818	–	–	0.09%	34
2024 Q3	$468K	Hold	4,818	–	–	0.1%	32
2024 Q2	$368K	Sell	4,818 -102	-2%	-$7.9K	0.08%	35
2024 Q1	$418K	Hold	4,920	–	–	0.09%	35
2023 Q4	$415K	Hold	4,920	–	–	0.11%	36
2023 Q3	$331K	Hold	4,920	–	–	0.09%	38
2023 Q2	$324K	Hold	4,920	–	–	0.08%	38
2023 Q1	$351K	Hold	4,920	–	–	0.09%	38
2022 Q4	$376K	Hold	4,920	–	–	0.11%	37
2022 Q3	$389K	Hold	4,920	–	–	0.11%	36
2022 Q2	$380K	Hold	4,920	–	–	0.1%	38
2022 Q1	$401K	Buy	+4,920	New	+$424K	0.1%	39

Other funds holding SSB

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cornerstone Management's SSB Position: Q3 2026 in Review

Cornerstone Management held its SouthState Bank Corp (SSB) position steady in Q3 2026 at 4,588 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #43.

Cornerstone Management first reported a position in SSB in Q1 2022 and has held it in 19 quarters since. The position peaked at $479K in Q4 2024. 67 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

Cornerstone Management held 4,588 shares of SouthState Bank Corp worth $457K as of Q3 2026.
Cornerstone Management left its SouthState Bank Corp share count unchanged in Q3 2026.
SouthState Bank Corp made up 0.07% of Cornerstone Management's portfolio in Q3 2026, its #43 holding.
Cornerstone Management first reported a position in SouthState Bank Corp in Q1 2022 and has held it in 19 quarters since.
Cornerstone Management's SouthState Bank Corp position peaked at $479K in Q4 2024.
67 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Cornerstone Management's 13F filing for Q3 2026, filed 16 Oct 2026.