EP
SSB icon

Essential Partners’s SouthState Bank Corp SSB Stock Holding History

Essential 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 		$113K Buy
1,132
+486
+75% +$50.9K 0.05% 398
2026
Q2 		$64.5K Buy
646
+379
+142% +$36.5K 0.03% 543
2026
Q1 		$24.7K Sell
267
-280
-51% -$27.5K 0.01% 848
2025
Q4 		$51.5K Sell
547
-828
-60% -$76.7K 0.02% 600
2025
Q3 		$136K Buy
1,375
+1,334
+3,254% +$131K 0.04% 385
2025
Q2 		$3.77K Buy
+41
New +$3.6K ﹤0.01% 1134

Other funds holding SSB

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Essential Partners's SSB Position: Q3 2026 in Review

Essential Partners increased its SouthState Bank Corp (SSB) stake by 75% in Q3 2026, buying an estimated $50.9K and bringing the position to 1,132 shares worth $113K. The position accounts for 0.05% of the portfolio, ranked #398.

Essential Partners first reported a position in SSB in Q2 2025 and has held it in 6 quarters since. The position peaked at $136K in Q3 2025. 63 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

  • Essential Partners held 1,132 shares of SouthState Bank Corp worth $113K as of Q3 2026.
  • Essential Partners bought 486 SouthState Bank Corp shares in Q3 2026, an estimated $50.9K.
  • SouthState Bank Corp made up 0.05% of Essential Partners's portfolio in Q3 2026, its #398 holding.
  • Essential Partners first reported a position in SouthState Bank Corp in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's SouthState Bank Corp position peaked at $136K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.