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Crusonia Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

Crusonia Wealth Advisors’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 		$375K Buy
3,758
+85
+2% +$8.19K 0.06% 168
2026
Q1 		$340K Sell
3,673
-1,084
-23% -$106K 0.07% 151
2025
Q4 		$448K Buy
+4,757
New +$441K 0.1% 115

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 $3.38T AUM 44.17% 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

Crusonia Wealth Advisors's SSB Position: Q2 2026 in Review

Crusonia Wealth Advisors increased its SouthState Bank Corp (SSB) stake by 2.3% in Q2 2026, buying an estimated $8.19K and bringing the position to 3,758 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #168.

Crusonia Wealth Advisors first reported a position in SSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $448K in Q4 2025. 559 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Crusonia Wealth Advisors held 3,758 shares of SouthState Bank Corp worth $375K as of Q2 2026.
  • Crusonia Wealth Advisors bought 85 SouthState Bank Corp shares in Q2 2026, an estimated $8.19K.
  • SouthState Bank Corp made up 0.06% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #168 holding.
  • Crusonia Wealth Advisors first reported a position in SouthState Bank Corp in Q4 2025 and has held it in 3 quarters since.
  • Crusonia Wealth Advisors's SouthState Bank Corp position peaked at $448K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.