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HB Wealth Management’s SouthState Bank Corp SSB Stock Holding History

HB Wealth Management’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 		$1.94M Buy
19,445
+1,400
+8% +$135K 0.01% 487
2026
Q1 		$1.67M Buy
18,045
+129
+0.7% +$12.7K 0.01% 481
2025
Q4 		$1.69M Sell
17,916
-181
-1% -$16.8K 0.01% 445
2025
Q3 		$1.79M Buy
18,097
+8,132
+82% +$798K 0.01% 433
2025
Q2 		$917K Sell
9,965
-7,118
-42% -$625K 0.01% 555
2025
Q1 		$1.59M Buy
17,083
+920
+6% +$90.6K 0.01% 429
2024
Q4 		$1.61M Buy
16,163
+384
+2% +$39.6K 0.02% 320
2024
Q3 		$1.53M Sell
15,779
-205
-1% -$18.8K 0.02% 310
2024
Q2 		$1.22M Buy
15,984
+19
+0.1% +$1.47K 0.01% 331
2024
Q1 		$1.36M Sell
15,965
-1,365
-8% -$112K 0.02% 303
2023
Q4 		$1.46M Sell
17,330
-3,314
-16% -$245K 0.02% 269
2023
Q3 		$1.39M Sell
20,644
-2,527
-11% -$182K 0.02% 260
2023
Q2 		$1.52M Buy
23,171
+245
+1% +$16.4K 0.02% 238
2023
Q1 		$1.63M Buy
22,926
+799
+4% +$62.2K 0.03% 221
2022
Q4 		$1.69M Buy
22,127
+8,530
+63% +$716K 0.03% 219
2022
Q3 		$1.08M Buy
13,597
+401
+3% +$32.3K 0.02% 245
2022
Q2 		$1.02M Sell
13,196
-1,678
-11% -$131K 0.02% 251
2022
Q1 		$1.21M Buy
+14,874
New +$1.28M 0.02% 247

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

HB Wealth Management's SSB Position: Q2 2026 in Review

HB Wealth Management increased its SouthState Bank Corp (SSB) stake by 7.8% in Q2 2026, buying an estimated $135K and bringing the position to 19,445 shares worth $1.94M. The position accounts for 0.01% of the portfolio, ranked #487.

HB Wealth Management first reported a position in SSB in Q1 2022 and has held it in 18 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • HB Wealth Management held 19,445 shares of SouthState Bank Corp worth $1.94M as of Q2 2026.
  • HB Wealth Management bought 1,400 SouthState Bank Corp shares in Q2 2026, an estimated $135K.
  • SouthState Bank Corp made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #487 holding.
  • HB Wealth Management first reported a position in SouthState Bank Corp in Q1 2022 and has held it in 18 quarters since.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.