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

Elevation 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 		$9.46K Hold
95
– – ﹤0.01% 906
2026
Q2 		$9.49K Buy
+95
New +$9.16K ﹤0.01% 820

Other funds holding SSB

RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

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

Elevation Wealth Partners held its SouthState Bank Corp (SSB) position steady in Q3 2026 at 95 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

Elevation Wealth Partners first reported a position in SSB in Q2 2026 and has held it in 2 quarters since. The position peaked at $9.49K in Q2 2026. 17 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

  • Elevation Wealth Partners held 95 shares of SouthState Bank Corp worth $9.46K as of Q3 2026.
  • Elevation Wealth Partners left its SouthState Bank Corp share count unchanged in Q3 2026.
  • SouthState Bank Corp made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #906 holding.
  • Elevation Wealth Partners first reported a position in SouthState Bank Corp in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's SouthState Bank Corp position peaked at $9.49K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.