Cyndeo Wealth Partners’s SouthState Bank Corp SSB Stock Holding History

Cyndeo Wealth Partners’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	$2.2M	Hold	22,099	–	–	0.1%	183
2026 Q2	$2.21M	Buy	22,099 +37	+0.2%	+$3.57K	0.1%	179
2026 Q1	$2.04M	Hold	22,062	–	–	0.11%	165
2025 Q4	$2.08M	Hold	22,062	–	–	0.11%	165
2025 Q3	$2.18M	Hold	22,062	–	–	0.12%	158
2025 Q2	$2.03M	Hold	22,062	–	–	0.12%	159
2025 Q1	$2.05M	Hold	22,062	–	–	0.13%	161
2024 Q4	$2.19M	Hold	22,062	–	–	0.15%	152
2024 Q3	$2.14M	Hold	22,062	–	–	0.15%	159
2024 Q2	$1.69M	Sell	22,062 -2,157	-9%	-$167K	0.13%	171
2024 Q1	$2.06M	Buy	24,219 +3,218	+15%	+$265K	0.17%	151
2023 Q4	$1.77M	Hold	21,001	–	–	0.16%	151
2023 Q3	$1.41M	Hold	21,001	–	–	0.15%	153
2023 Q2	$1.38M	Hold	21,001	–	–	0.14%	148
2023 Q1	$1.5M	Hold	21,001	–	–	0.16%	147
2022 Q4	$1.6M	Buy	+21,001	New	+$1.76M	0.19%	138

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

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

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 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

Cyndeo Wealth Partners's SSB Position: Q3 2026 in Review

Cyndeo Wealth Partners held its SouthState Bank Corp (SSB) position steady in Q3 2026 at 22,099 shares worth $2.2M. The position accounts for 0.1% of the portfolio, ranked #183.

Cyndeo Wealth Partners first reported a position in SSB in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.21M in Q2 2026. 72 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

Cyndeo Wealth Partners held 22,099 shares of SouthState Bank Corp worth $2.2M as of Q3 2026.
Cyndeo Wealth Partners left its SouthState Bank Corp share count unchanged in Q3 2026.
SouthState Bank Corp made up 0.1% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #183 holding.
Cyndeo Wealth Partners first reported a position in SouthState Bank Corp in Q4 2022 and has held it in 16 quarters since.
Cyndeo Wealth Partners's SouthState Bank Corp position peaked at $2.21M in Q2 2026.
72 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.