Cornerstone Planning Group’s SouthState Bank Corp SSB Stock Holding History

Cornerstone Planning Group’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	$204	Buy	+2	New	+$193	﹤0.01%	1803

Other funds holding SSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cornerstone Planning Group's SSB Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 2 shares worth $204. The stake represents ﹤0.01% of the portfolio and ranks #1803 among its holdings.

555 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Cornerstone Planning Group held 2 shares of SouthState Bank Corp worth $204 as of Q2 2026.
SouthState Bank Corp was a new Cornerstone Planning Group position in Q2 2026.
SouthState Bank Corp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1803 holding.
555 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.