Edgestream Partners’s SouthState Bank Corp SSB Stock Holding History

Edgestream 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 Q2	$6.11M	Buy	61,173 +39,774	+186%	+$3.83M	0.18%	185
2026 Q1	$1.98M	Sell	21,399 -27,184	-56%	-$2.67M	0.07%	492
2025 Q4	$4.57M	Sell	48,583 -23,408	-33%	-$2.17M	0.13%	277
2025 Q3	$7.12M	Buy	71,991 +17,202	+31%	+$1.69M	0.21%	150
2025 Q2	$5.04M	Sell	54,789 -7,061	-11%	-$620K	0.14%	291
2025 Q1	$5.74M	Buy	61,850 +35,603	+136%	+$3.5M	0.19%	191
2024 Q4	$2.61M	Buy	+26,247	New	+$2.7M	0.11%	336
2024 Q3	–	Sell	-18,756	Closed	-$1.43M	–	1063
2024 Q2	$1.43M	Buy	+18,756	New	+$1.45M	0.07%	431

Other funds holding SSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgestream Partners's SSB Position: Q2 2026 in Review

Edgestream Partners increased its SouthState Bank Corp (SSB) stake by 186% in Q2 2026, buying an estimated $3.83M and bringing the position to 61,173 shares worth $6.11M. The position accounts for 0.18% of the portfolio, ranked #185.

Edgestream Partners first reported a position in SSB in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.12M in Q3 2025. 556 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Edgestream Partners held 61,173 shares of SouthState Bank Corp worth $6.11M as of Q2 2026.
Edgestream Partners bought 39,774 SouthState Bank Corp shares in Q2 2026, an estimated $3.83M.
SouthState Bank Corp made up 0.18% of Edgestream Partners's portfolio in Q2 2026, its #185 holding.
Edgestream Partners first reported a position in SouthState Bank Corp in Q2 2024 and has held it in 8 quarters since.
Edgestream Partners's SouthState Bank Corp position peaked at $7.12M in Q3 2025.
556 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.