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HBK Sorce Advisory’s SouthState Bank Corp SSB Stock Holding History

HBK Sorce Advisory’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 		$1.09M Sell
9,964
-3,040
-23% -$293K 0.02% 243
2026
Q1 		$1.25M Sell
13,004
-100
-0.8% -$9.81K 0.02% 210
2025
Q4 		$1.41M Sell
13,104
-19,840
-60% -$1.84M 0.03% 191
2025
Q3 		$3.19M Buy
32,944
+16,482
+100% +$1.62M 0.08% 102
2025
Q2 		$1.51M Sell
16,462
-25
-0.2% -$2.2K 0.04% 170
2025
Q1 		$1.53M Sell
16,487
-162
-1% -$15.9K 0.04% 166
2024
Q4 		$1.66M Sell
16,649
-5,429
-25% -$559K 0.05% 155
2024
Q3 		$2.15M Sell
22,078
-2,076
-9% -$190K 0.07% 131
2024
Q2 		$1.85M Sell
24,154
-1,309
-5% -$101K 0.06% 144
2024
Q1 		$2.17M Buy
25,463
+401
+2% +$33K 0.08% 132
2023
Q4 		$2.12M Sell
25,062
-3,112
-11% -$230K 0.08% 135
2023
Q3 		$1.9M Sell
28,174
-1,700
-6% -$123K 0.08% 137
2023
Q2 		$1.97M Buy
29,874
+311
+1% +$20.8K 0.08% 136
2023
Q1 		$2.11M Sell
29,563
-28,863
-49% -$2.25M 0.1% 134
2022
Q4 		$4.46M Buy
58,426
+28,883
+98% +$2.42M 0.12% 118
2022
Q3 		$2.34M Buy
29,543
+250
+0.9% +$20.1K 0.16% 103
2022
Q2 		$2.26M Buy
29,293
+360
+1% +$28.1K 0.17% 95
2022
Q1 		$2.36M Sell
28,933
-5,804
-17% -$500K 0.13% 114
2021
Q4 		$2.78M Sell
34,737
-1,600
-4% -$127K 0.14% 107
2021
Q3 		$2.71M Buy
36,337
+300
+0.8% +$21.4K 0.15% 105
2021
Q2 		$2.95M Buy
36,037
+2,742
+8% +$233K 0.16% 98
2021
Q1 		$2.61M Sell
33,295
-1,114
-3% -$89.6K 0.16% 104
2020
Q4 		$2.49M Sell
34,409
-3,670
-10% -$241K 0.15% 97
2020
Q3 		$1.83M Sell
38,079
-300
-0.8% -$15.5K 0.13% 111
2020
Q2 		$1.83M Buy
+38,379
New +$2M 0.14% 109

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

HBK Sorce Advisory's SSB Position: Q2 2026 in Review

HBK Sorce Advisory reduced its SouthState Bank Corp (SSB) stake by 23% in Q2 2026, selling an estimated $293K and leaving 9,964 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #243.

HBK Sorce Advisory first reported a position in SSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.46M in Q4 2022. 266 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • HBK Sorce Advisory held 9,964 shares of SouthState Bank Corp worth $1.09M as of Q2 2026.
  • HBK Sorce Advisory sold 3,040 SouthState Bank Corp shares in Q2 2026, an estimated $293K.
  • SouthState Bank Corp made up 0.02% of HBK Sorce Advisory's portfolio in Q2 2026, its #243 holding.
  • HBK Sorce Advisory first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 25 quarters since.
  • HBK Sorce Advisory's SouthState Bank Corp position peaked at $4.46M in Q4 2022.
  • 266 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.