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

Focus Partners Wealth’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
Q1 		– Sell
-22,875
Closed -$2.15M – 2826
2025
Q4 		$2.15M Buy
+22,875
New +$2.12M ﹤0.01% 1292
2024
Q3 		– Sell
-11,330
Closed -$866K – 1703
2024
Q2 		$866K Buy
+11,330
New +$878K ﹤0.01% 829

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Focus Partners Wealth's SSB Position: Q1 2026 in Review

Focus Partners Wealth sold out of SouthState Bank Corp (SSB) in Q1 2026, closing a stake of 22,875 shares — an estimated $2.15M sold.

Focus Partners Wealth first reported a position in SSB in Q2 2024 and held it in 2 quarters. The position peaked at $2.15M in Q4 2025. 514 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Focus Partners Wealth reported no remaining SouthState Bank Corp position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 22,875 SouthState Bank Corp shares in Q1 2026, an estimated $2.15M.
  • Focus Partners Wealth first reported a position in SouthState Bank Corp in Q2 2024 and held it in 2 quarters.
  • Focus Partners Wealth's SouthState Bank Corp position peaked at $2.15M in Q4 2025.
  • 514 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.