EverSource Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

EverSource Wealth 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	$71.1K	Buy	712 +29	+4%	+$2.79K	﹤0.01%	1561
2026 Q1	$63.2K	Sell	683 -329	-33%	-$32.3K	﹤0.01%	1732
2025 Q4	$95.2K	Sell	1,012 -1,616	-61%	-$150K	﹤0.01%	1339
2025 Q3	$260K	Buy	2,628 +718	+38%	+$70.5K	0.01%	783
2025 Q2	$176K	Buy	1,910 +452	+31%	+$39.7K	0.01%	913
2025 Q1	$135K	Buy	1,458 +144	+11%	+$14.2K	0.01%	800
2024 Q4	$131K	Sell	1,314 -16	-1%	-$1.65K	0.01%	824
2024 Q3	$129K	Buy	1,330 +6	+0.5%	+$549	0.01%	708
2024 Q2	$131K	Hold	1,324	–	–	0.01%	706
2024 Q1	$100K	Sell	1,324 -312	-19%	-$25.7K	0.01%	703
2023 Q4	$138K	Hold	1,636	–	–	0.01%	532
2023 Q3	$110K	Hold	1,636	–	–	0.01%	541
2023 Q2	$108K	Buy	1,636 +470	+40%	+$31.4K	0.01%	558
2023 Q1	$83.1K	Buy	1,166 +123	+12%	+$9.57K	0.01%	608
2022 Q4	$79.6K	Hold	1,043	–	–	0.01%	584
2022 Q3	$83K	Hold	1,043	–	–	0.02%	485
2022 Q2	$80K	Hold	1,043	–	–	0.02%	447
2022 Q1	$85K	Hold	1,043	–	–	0.02%	360
2021 Q4	$84K	Buy	+1,043	New	+$82.9K	0.02%	330

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

EverSource Wealth Advisors's SSB Position: Q2 2026 in Review

EverSource Wealth Advisors increased its SouthState Bank Corp (SSB) stake by 4.2% in Q2 2026, buying an estimated $2.79K and bringing the position to 712 shares worth $71.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

EverSource Wealth Advisors first reported a position in SSB in Q4 2021 and has held it in 19 quarters since. The position peaked at $260K in Q3 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

EverSource Wealth Advisors held 712 shares of SouthState Bank Corp worth $71.1K as of Q2 2026.
EverSource Wealth Advisors bought 29 SouthState Bank Corp shares in Q2 2026, an estimated $2.79K.
SouthState Bank Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1561 holding.
EverSource Wealth Advisors first reported a position in SouthState Bank Corp in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's SouthState Bank Corp position peaked at $260K in Q3 2025.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.