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Forvis Mazars Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

Forvis Mazars 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 		$268K Sell
2,683
-816
-23% -$78.6K ﹤0.01% 390
2026
Q1 		$324K Hold
3,499
– – 0.01% 345
2025
Q4 		$329K Hold
3,499
– – 0.01% 340
2025
Q3 		$346K Buy
+3,499
New +$344K 0.01% 336

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SSB Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its SouthState Bank Corp (SSB) stake by 23% in Q2 2026, selling an estimated $78.6K and leaving 2,683 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Forvis Mazars Wealth Advisors first reported a position in SSB in Q3 2025 and has held it in 4 quarters since. The position peaked at $346K in Q3 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 2,683 shares of SouthState Bank Corp worth $268K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 816 SouthState Bank Corp shares in Q2 2026, an estimated $78.6K.
  • SouthState Bank Corp made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #390 holding.
  • Forvis Mazars Wealth Advisors first reported a position in SouthState Bank Corp in Q3 2025 and has held it in 4 quarters since.
  • Forvis Mazars Wealth Advisors's SouthState Bank Corp position peaked at $346K in Q3 2025.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.