Envestnet Asset Management
SSB icon

Envestnet Asset Management’s SouthState Bank Corp SSB Stock Holding History

Envestnet Asset Management’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 		$10.6M Sell
106,189
-2,325
-2% -$224K ﹤0.01% 1890
2026
Q1 		$10M Buy
108,514
+4,923
+5% +$483K ﹤0.01% 1820
2025
Q4 		$9.75M Sell
103,591
-20,582
-17% -$1.91M ﹤0.01% 1705
2025
Q3 		$12.3M Sell
124,173
-3,581
-3% -$352K ﹤0.01% 1621
2025
Q2 		$11.8M Sell
127,754
-1,607
-1% -$141K ﹤0.01% 1626
2025
Q1 		$12M Sell
129,361
-25,823
-17% -$2.54M ﹤0.01% 1547
2024
Q4 		$15.4M Sell
155,184
-2,503
-2% -$258K 0.01% 1352
2024
Q3 		$15.3M Buy
157,687
+958
+0.6% +$87.6K ﹤0.01% 1359
2024
Q2 		$12M Buy
156,729
+7,073
+5% +$548K ﹤0.01% 1439
2024
Q1 		$12.7M Buy
149,656
+5,390
+4% +$444K ﹤0.01% 1377
2023
Q4 		$12.2M Buy
144,266
+422
+0.3% +$31.2K 0.01% 1313
2023
Q3 		$9.69M Buy
143,844
+76,153
+113% +$5.49M ﹤0.01% 1387
2023
Q2 		$4.45M Buy
67,691
+4,365
+7% +$291K ﹤0.01% 1771
2023
Q1 		$4.51M Buy
63,326
+1,039
+2% +$80.9K ﹤0.01% 1702
2022
Q4 		$4.76M Buy
62,287
+1,651
+3% +$139K ﹤0.01% 1641
2022
Q3 		$4.8M Sell
60,636
-2,984
-5% -$240K ﹤0.01% 1536
2022
Q2 		$4.91M Buy
63,620
+1,156
+2% +$90.1K ﹤0.01% 1533
2022
Q1 		$5.1M Sell
62,464
-10,970
-15% -$945K ﹤0.01% 1591
2021
Q4 		$5.88M Sell
73,434
-430
-0.6% -$34.2K ﹤0.01% 1500
2021
Q3 		$5.51M Buy
73,864
+19,570
+36% +$1.39M ﹤0.01% 1481
2021
Q2 		$4.44M Buy
54,294
+437
+0.8% +$37.2K ﹤0.01% 1593
2021
Q1 		$4.23M Sell
53,857
-1,406
-3% -$113K ﹤0.01% 1508
2020
Q4 		$4M Buy
55,263
+3,592
+7% +$236K ﹤0.01% 1382
2020
Q3 		$2.49M Buy
51,671
+5,505
+12% +$284K ﹤0.01% 1498
2020
Q2 		$2.2M Buy
46,166
+1,517
+3% +$79.2K ﹤0.01% 1514
2020
Q1 		$2.62M Sell
44,649
-669
-1% -$49.4K ﹤0.01% 1287
2019
Q4 		$3.93M Buy
45,318
+198
+0.4% +$16.1K ﹤0.01% 1259
2019
Q3 		$3.4M Buy
45,120
+636
+1% +$47.9K ﹤0.01% 1252
2019
Q2 		$3.28M Buy
44,484
+962
+2% +$69.1K ﹤0.01% 1288
2019
Q1 		$2.97M Buy
43,522
+10,318
+31% +$693K ﹤0.01% 1270
2018
Q4 		$1.99M Buy
+33,204
New +$2.31M ﹤0.01% 1345
2018
Q3 		– Sell
-2,048
Closed -$177K – 2431
2018
Q2 		$177K Buy
2,048
+165
+9% +$14.6K ﹤0.01% 1731
2018
Q1 		$161K Sell
1,883
-5,043
-73% -$447K ﹤0.01% 1707
2017
Q4 		$603K Buy
6,926
+350
+5% +$31.4K ﹤0.01% 1396
2017
Q3 		$591K Sell
6,576
-1,389
-17% -$116K ﹤0.01% 1385
2017
Q2 		$681K Buy
7,965
+513
+7% +$44.3K ﹤0.01% 1354
2017
Q1 		$664K Buy
7,452
+1,072
+17% +$94.7K ﹤0.01% 1398
2016
Q4 		$556K Buy
6,380
+496
+8% +$40.1K ﹤0.01% 1446
2016
Q3 		$442K Sell
5,884
-1,695
-22% -$124K ﹤0.01% 1636
2016
Q2 		$516K Buy
7,579
+634
+9% +$43.5K ﹤0.01% 1626
2016
Q1 		$446K Buy
6,945
+2,769
+66% +$178K ﹤0.01% 1695
2015
Q4 		$300K Buy
4,176
+726
+21% +$55.2K ﹤0.01% 1838
2015
Q3 		$265K Sell
3,450
-625
-15% -$47.8K ﹤0.01% 1894
2015
Q2 		$310K Buy
+4,075
New +$291K ﹤0.01% 1930
2014
Q4 		– Sell
-633
Closed -$35K – 2707
2014
Q3 		$35K Buy
+633
New +$37.4K ﹤0.01% 1651
2014
Q2 		– Sell
-129
Closed -$8K – 2800
2014
Q1 		$8K Buy
129
+67
+108% +$4.16K ﹤0.01% 1975
2013
Q4 		$4K Buy
62
+35
+130% +$2.14K ﹤0.01% 2082
2013
Q3 		$1K Buy
+27
New +$1.48K ﹤0.01% 2312

Other funds holding SSB

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Envestnet Asset Management's SSB Position: Q2 2026 in Review

Envestnet Asset Management reduced its SouthState Bank Corp (SSB) stake by 2.1% in Q2 2026, selling an estimated $224K and leaving 106,189 shares worth $10.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Envestnet Asset Management first reported a position in SSB in Q3 2013 and has held it in 48 quarters since. The position peaked at $15.4M in Q4 2024. 214 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Envestnet Asset Management held 106,189 shares of SouthState Bank Corp worth $10.6M as of Q2 2026.
  • Envestnet Asset Management sold 2,325 SouthState Bank Corp shares in Q2 2026, an estimated $224K.
  • SouthState Bank Corp made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1890 holding.
  • Envestnet Asset Management first reported a position in SouthState Bank Corp in Q3 2013 and has held it in 48 quarters since.
  • Envestnet Asset Management's SouthState Bank Corp position peaked at $15.4M in Q4 2024.
  • 214 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.