Creative Planning’s SouthState Bank Corp SSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.7M Buy
126,751
+49,782
+65% +$4.8M 0.01% 724
2026
Q1
$7.12M Buy
76,969
+32,083
+71% +$3.15M ﹤0.01% 931
2025
Q4
$4.22M Sell
44,886
-8,646
-16% -$801K ﹤0.01% 1130
2025
Q3
$5.29M Buy
53,532
+19,199
+56% +$1.89M ﹤0.01% 847
2025
Q2
$3.16M Sell
34,333
-97
-0.3% -$8.52K ﹤0.01% 998
2025
Q1
$3.2M Buy
34,430
+9,549
+38% +$940K ﹤0.01% 903
2024
Q4
$2.48M Buy
24,881
+6,685
+37% +$689K ﹤0.01% 1010
2024
Q3
$1.77M Buy
18,196
+3,831
+27% +$350K ﹤0.01% 1138
2024
Q2
$1.1M Buy
14,365
+2,225
+18% +$172K ﹤0.01% 1344
2024
Q1
$1.03M Buy
12,140
+1,892
+18% +$156K ﹤0.01% 1323
2023
Q4
$865K Buy
10,248
+1,707
+20% +$126K ﹤0.01% 1313
2023
Q3
$575K Buy
8,541
+593
+7% +$42.8K ﹤0.01% 1472
2023
Q2
$523K Buy
7,948
+684
+9% +$45.7K ﹤0.01% 1519
2023
Q1
$518K Buy
7,264
+655
+10% +$51K ﹤0.01% 1445
2022
Q4
$505K Buy
6,609
+1,026
+18% +$86.1K ﹤0.01% 1421
2022
Q3
$442K Buy
5,583
+117
+2% +$9.41K ﹤0.01% 1414
2022
Q2
$422K Buy
5,466
+151
+3% +$11.8K ﹤0.01% 1409
2022
Q1
$434K Buy
+5,315
New +$458K ﹤0.01% 1407
2017
Q3
Sell
-453
Closed -$39K 3481
2017
Q2
$39K Sell
453
-430
-49% -$37.1K ﹤0.01% 2718
2017
Q1
$79K Buy
883
+3
+0.3% +$265 ﹤0.01% 2122
2016
Q4
$77K Hold
880
﹤0.01% 2048
2016
Q3
$66K Hold
880
﹤0.01% 2150
2016
Q2
$60K Hold
880
﹤0.01% 2014
2016
Q1
$57K Sell
880
-121
-12% -$7.79K ﹤0.01% 2007
2015
Q4
$72K Buy
1,001
+508
+103% +$38.6K ﹤0.01% 1832
2015
Q3
$38K Buy
+493
New +$37.7K ﹤0.01% 2251
2015
Q2
Sell
-543
Closed -$37K 2761
2015
Q1
$37K Sell
543
-241
-31% -$15.7K ﹤0.01% 2238
2014
Q4
$53K Buy
784
+291
+59% +$17.9K ﹤0.01% 1976
2014
Q3
$28K Buy
+493
New +$29.1K ﹤0.01% 2306
2014
Q2
Sell
-986
Closed -$62K 3943
2014
Q1
$62K Buy
+986
New +$61.2K ﹤0.01% 1667

Other funds holding SSB

Creative Planning's SSB Position: Q2 2026 in Review

Creative Planning increased its SouthState Bank Corp (SSB) stake by 65% in Q2 2026, buying an estimated $4.8M and bringing the position to 126,751 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #724.

Creative Planning first reported a position in SSB in Q1 2014 and has held it in 30 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Creative Planning held 126,751 shares of SouthState Bank Corp worth $12.7M as of Q2 2026.
  • Creative Planning bought 49,782 SouthState Bank Corp shares in Q2 2026, an estimated $4.8M.
  • SouthState Bank Corp made up 0.01% of Creative Planning's portfolio in Q2 2026, its #724 holding.
  • Creative Planning first reported a position in SouthState Bank Corp in Q1 2014 and has held it in 30 quarters since.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.