HHM Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

HHM 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 Q1	–	Sell	-75	Closed	-$7.06K	–	911
2025 Q4	$7.06K	Buy	+75	New	+$6.95K	﹤0.01%	661
2025 Q3	–	Sell	-75	Closed	-$6.9K	–	926
2025 Q2	$6.9K	Hold	75	–	–	﹤0.01%	655
2025 Q1	$6.96K	Hold	75	–	–	﹤0.01%	637
2024 Q4	$7.46K	Hold	75	–	–	﹤0.01%	632
2024 Q3	$7.29K	Hold	75	–	–	﹤0.01%	613
2024 Q2	$5.73K	Hold	75	–	–	﹤0.01%	621
2024 Q1	$6.38K	Hold	75	–	–	﹤0.01%	594
2023 Q4	$6.33K	Hold	75	–	–	﹤0.01%	607
2023 Q3	$5.05K	Hold	75	–	–	﹤0.01%	632
2023 Q2	$4.93K	Hold	75	–	–	﹤0.01%	658
2023 Q1	$5.34K	Buy	+75	New	+$5.84K	﹤0.01%	636

Other funds holding SSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HHM Wealth Advisors's SSB Position: Q1 2026 in Review

HHM Wealth Advisors sold out of SouthState Bank Corp (SSB) in Q1 2026, closing a stake of 75 shares — an estimated $7.06K sold.

HHM Wealth Advisors first reported a position in SSB in Q1 2023 and held it in 11 quarters. The position peaked at $7.46K in Q4 2024. 512 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

HHM Wealth Advisors reported no remaining SouthState Bank Corp position as of Q1 2026 after selling out during the quarter.
HHM Wealth Advisors sold 75 SouthState Bank Corp shares in Q1 2026, an estimated $7.06K.
HHM Wealth Advisors first reported a position in SouthState Bank Corp in Q1 2023 and held it in 11 quarters.
HHM Wealth Advisors's SouthState Bank Corp position peaked at $7.46K in Q4 2024.
512 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.