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Dana Investment Advisors’s SouthState Bank Corp SSB Stock Holding History

Dana Investment 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 		$2.5M Buy
25,039
+3,991
+19% +$385K 0.07% 296
2026
Q1 		$1.95M Buy
21,048
+1,355
+7% +$133K 0.06% 315
2025
Q4 		$1.85M Sell
19,693
-167
-0.8% -$15.5K 0.05% 313
2025
Q3 		$1.96M Buy
19,860
+1,004
+5% +$98.6K 0.06% 300
2025
Q2 		$1.74M Sell
18,856
-371
-2% -$32.6K 0.06% 306
2025
Q1 		$1.78M Buy
19,227
+332
+2% +$32.7K 0.06% 295
2024
Q4 		$1.88M Sell
18,895
-846
-4% -$87.2K 0.06% 299
2024
Q3 		$1.92M Sell
19,741
-128
-0.6% -$11.7K 0.06% 299
2024
Q2 		$1.52M Buy
19,869
+2,533
+15% +$196K 0.05% 330
2024
Q1 		$1.47M Sell
17,336
-6
-0% -$494 0.05% 332
2023
Q4 		$1.46M Sell
17,342
-398
-2% -$29.4K 0.07% 204
2023
Q3 		$1.19M Sell
17,740
-2,585
-13% -$186K 0.06% 216
2023
Q2 		$1.34M Buy
20,325
+774
+4% +$51.7K 0.07% 209
2023
Q1 		$1.39M Sell
19,551
-261
-1% -$20.3K 0.07% 194
2022
Q4 		$1.51M Buy
+19,812
New +$1.66M 0.08% 173
2017
Q2 		– Sell
-2,582
Closed -$231K – 297
2017
Q1 		$231K Hold
2,582
– – 0.01% 267
2016
Q4 		$226K Buy
+2,582
New +$209K 0.01% 276
2016
Q3 		– Sell
-37,024
Closed -$2.52M – 294
2016
Q2 		$2.52M Buy
37,024
+7,936
+27% +$544K 0.11% 137
2016
Q1 		$1.87M Buy
29,088
+27,236
+1,471% +$1.75M 0.08% 138
2015
Q4 		$1.85M Sell
1,852
-22,085
-92% -$1.68M 0.09% 137
2015
Q3 		$1.84M Sell
23,937
-4,209
-15% -$322K 0.09% 129
2015
Q2 		$2.14M Buy
28,146
+6,489
+30% +$463K 0.1% 129
2015
Q1 		$1.48M Sell
21,657
-565
-3% -$36.7K 0.07% 132
2014
Q4 		$1.49M Buy
22,222
+961
+5% +$58.9K 0.06% 134
2014
Q3 		$1.19M Buy
21,261
+3,047
+17% +$180K 0.07% 135
2014
Q2 		$1.11M Buy
18,214
+1,473
+9% +$87.4K 0.07% 139
2014
Q1 		$1.05M Buy
16,741
+5,504
+49% +$341K 0.07% 144
2013
Q4 		$747K Buy
11,237
+575
+5% +$35.2K 0.05% 160
2013
Q3 		$588K Buy
+10,662
New +$584K 0.04% 161

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 $3.37T AUM 44.26% 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

Dana Investment Advisors's SSB Position: Q2 2026 in Review

Dana Investment Advisors increased its SouthState Bank Corp (SSB) stake by 19% in Q2 2026, buying an estimated $385K and bringing the position to 25,039 shares worth $2.5M. The position accounts for 0.07% of the portfolio, ranked #296.

Dana Investment Advisors first reported a position in SSB in Q3 2013 and has held it in 29 quarters since. The position peaked at $2.52M in Q2 2016. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Dana Investment Advisors held 25,039 shares of SouthState Bank Corp worth $2.5M as of Q2 2026.
  • Dana Investment Advisors bought 3,991 SouthState Bank Corp shares in Q2 2026, an estimated $385K.
  • SouthState Bank Corp made up 0.07% of Dana Investment Advisors's portfolio in Q2 2026, its #296 holding.
  • Dana Investment Advisors first reported a position in SouthState Bank Corp in Q3 2013 and has held it in 29 quarters since.
  • Dana Investment Advisors's SouthState Bank Corp position peaked at $2.52M in Q2 2016.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.