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Covestor’s SouthState Bank Corp SSB Stock Holding History

Covestor’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
Q1 		$64K Sell
689
-197
-22% -$19.3K 0.04% 548
2025
Q4 		$83K Buy
886
+396
+81% +$36.7K 0.04% 669
2025
Q3 		$49K Buy
490
+389
+385% +$38.2K 0.03% 917
2025
Q2 		$9K Hold
101
– – 0.01% 1654
2025
Q1 		$9K Buy
101
+1
+1% +$98 0.01% 1587
2024
Q4 		$10K Hold
100
– – 0.01% 1564
2024
Q3 		$10K Hold
100
– – 0.01% 1582
2024
Q2 		$8K Sell
100
-56
-36% -$4.34K 0.01% 1691
2024
Q1 		$13K Sell
156
-167
-52% -$13.8K 0.01% 1403
2023
Q4 		$27K Sell
323
-315
-49% -$23.3K 0.02% 1089
2023
Q3 		$43K Buy
638
+214
+50% +$15.4K 0.03% 833
2023
Q2 		$28K Buy
424
+324
+324% +$21.6K 0.02% 1003
2023
Q1 		$7K Sell
100
-1
-1% -$78 0.01% 1486
2022
Q4 		$8K Sell
101
-286
-74% -$24K 0.01% 1434
2022
Q3 		$31K Buy
387
+90
+30% +$7.24K 0.03% 886
2022
Q2 		$23K Sell
297
-1
-0.3% -$78 0.02% 952
2022
Q1 		$24K Buy
298
+18
+6% +$1.55K 0.02% 1020
2021
Q4 		$22K Buy
+280
New +$22.3K 0.03% 839

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Covestor's SSB Position: Q1 2026 in Review

Covestor reduced its SouthState Bank Corp (SSB) stake by 22% in Q1 2026, selling an estimated $19.3K and leaving 689 shares worth $64K. The position accounts for 0.04% of the portfolio, ranked #548.

Covestor first reported a position in SSB in Q4 2021 and has held it in 18 quarters since. The position peaked at $83K in Q4 2025. 512 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Covestor held 689 shares of SouthState Bank Corp worth $64K as of Q1 2026.
  • Covestor sold 197 SouthState Bank Corp shares in Q1 2026, an estimated $19.3K.
  • SouthState Bank Corp made up 0.04% of Covestor's portfolio in Q1 2026, its #548 holding.
  • Covestor first reported a position in SouthState Bank Corp in Q4 2021 and has held it in 18 quarters since.
  • Covestor's SouthState Bank Corp position peaked at $83K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.