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Foundations Investment Advisors’s SouthState Bank Corp SSB Stock Holding History

Foundations Investment 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 		$752K Buy
7,529
+2
+0% +$193 0.01% 644
2026
Q1 		$696K Buy
7,527
+5
+0.1% +$490 0.01% 622
2025
Q4 		$708K Buy
+7,522
New +$697K 0.01% 602
2025
Q3 		– Sell
-7,514
Closed -$691K – 1093
2025
Q2 		$691K Buy
7,514
+8
+0.1% +$703 0.01% 508
2025
Q1 		$697K Buy
7,506
+3
+0% +$295 0.01% 489
2024
Q4 		$746K Sell
7,503
-125
-2% -$12.9K 0.01% 456
2024
Q3 		$741K Sell
7,628
-2,422
-24% -$222K 0.02% 420
2024
Q2 		$768K Buy
10,050
+8
+0.1% +$620 0.02% 396
2024
Q1 		$854K Buy
10,042
+8
+0.1% +$659 0.02% 348
2023
Q4 		$813K Sell
10,034
-165
-2% -$12.2K 0.02% 344
2023
Q3 		$687K Buy
+10,199
New +$735K 0.02% 335

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

Foundations Investment Advisors's SSB Position: Q2 2026 in Review

Foundations Investment Advisors increased its SouthState Bank Corp (SSB) stake by 0.03% in Q2 2026, buying an estimated $193 and bringing the position to 7,529 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #644.

Foundations Investment Advisors first reported a position in SSB in Q3 2023 and has held it in 11 quarters since. The position peaked at $854K in Q1 2024. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Foundations Investment Advisors held 7,529 shares of SouthState Bank Corp worth $752K as of Q2 2026.
  • Foundations Investment Advisors bought 2 SouthState Bank Corp shares in Q2 2026, an estimated $193.
  • SouthState Bank Corp made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #644 holding.
  • Foundations Investment Advisors first reported a position in SouthState Bank Corp in Q3 2023 and has held it in 11 quarters since.
  • Foundations Investment Advisors's SouthState Bank Corp position peaked at $854K in Q1 2024.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.