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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cyndeo Wealth Partners's SSB Position: Q1 2026 in Review

Cyndeo Wealth Partners held its SouthState Bank Corp (SSB) position steady in Q1 2026 at 22,062 shares worth $2.04M. The position accounts for 0.11% of the portfolio, ranked #165.

Cyndeo Wealth Partners first reported a position in SSB in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.19M in Q4 2024. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

Cyndeo Wealth Partners held 22,062 shares of SouthState Bank Corp worth $2.04M as of Q1 2026.
Cyndeo Wealth Partners left its SouthState Bank Corp share count unchanged in Q1 2026.
SouthState Bank Corp made up 0.11% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #165 holding.
Cyndeo Wealth Partners first reported a position in SouthState Bank Corp in Q4 2022 and has held it in 14 quarters since.
Cyndeo Wealth Partners's SouthState Bank Corp position peaked at $2.19M in Q4 2024.
511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.