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Global Retirement Partners’s SouthState Bank Corp SSB Stock Holding History

Global Retirement 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
Q2 		$266K Buy
+2,668
New +$257K ﹤0.01% 1400
2025
Q4 		– Sell
-364
Closed -$36K – 4408
2025
Q3 		$36K Buy
364
+188
+107% +$18.5K ﹤0.01% 2084
2025
Q2 		$16.2K Buy
+176
New +$15.5K ﹤0.01% 2383
2024
Q4 		$18.5K Sell
186
-29
-13% -$2.99K ﹤0.01% 2126
2024
Q3 		$20.9K Sell
215
-1,162
-84% -$106K ﹤0.01% 1963
2024
Q2 		$105K Buy
1,377
+62
+5% +$4.8K ﹤0.01% 1168
2024
Q1 		$112K Buy
1,315
+5
+0.4% +$412 ﹤0.01% 1028
2023
Q4 		$104K Buy
1,310
+18
+1% +$1.33K ﹤0.01% 1014
2023
Q3 		$84.7K Buy
1,292
+5
+0.4% +$360 ﹤0.01% 1006
2023
Q2 		$84.7K Buy
1,287
+1,146
+813% +$76.5K ﹤0.01% 1015
2023
Q1 		$9.04K Buy
141
+1
+0.7% +$78 ﹤0.01% 1955
2022
Q4 		$10.7K Buy
140
+87
+164% +$7.3K ﹤0.01% 1750
2022
Q3 		$5K Buy
53
+1
+2% +$80 ﹤0.01% 1956
2022
Q2 		$4K Hold
52
– – ﹤0.01% 2005
2022
Q1 		$4K Buy
+52
New +$4.48K ﹤0.01% 2002
2021
Q4 		– Sell
-51
Closed -$4K – 1589
2021
Q3 		$4K Hold
51
– – ﹤0.01% 1710
2021
Q2 		$4K Hold
51
– – ﹤0.01% 1641
2021
Q1 		$4K Buy
51
+1
+2% +$80 ﹤0.01% 1549
2020
Q4 		$4K Hold
50
– – ﹤0.01% 1512
2020
Q3 		$2K Buy
+50
New +$2.58K ﹤0.01% 1510

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

Global Retirement Partners's SSB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 2,668 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #1400 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SSB as recently as Q3 2025.

Global Retirement Partners first reported a position in SSB in Q3 2020 and has held it in 20 quarters since. 557 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Global Retirement Partners held 2,668 shares of SouthState Bank Corp worth $266K as of Q2 2026.
  • SouthState Bank Corp was a new Global Retirement Partners position in Q2 2026.
  • SouthState Bank Corp made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1400 holding.
  • Global Retirement Partners first reported a position in SouthState Bank Corp in Q3 2020 and has held it in 20 quarters since.
  • 557 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.