IWA
SSB icon

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

Icon 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
Q2 		$425K Buy
4,251
+22
+0.5% +$2.12K 0.03% 293
2026
Q1 		$408K Buy
4,229
+831
+24% +$81.5K 0.03% 277
2025
Q4 		$320K Buy
3,398
+22
+0.7% +$2.04K 0.02% 306
2025
Q3 		$334K Buy
3,376
+21
+0.6% +$2.06K 0.02% 303
2025
Q2 		$309K Buy
3,355
+19
+0.6% +$1.67K 0.02% 307
2025
Q1 		$310K Buy
+3,336
New +$328K 0.03% 288

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

Icon Wealth Advisors's SSB Position: Q2 2026 in Review

Icon Wealth Advisors increased its SouthState Bank Corp (SSB) stake by 0.52% in Q2 2026, buying an estimated $2.12K and bringing the position to 4,251 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #293.

Icon Wealth Advisors first reported a position in SSB in Q1 2025 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Icon Wealth Advisors held 4,251 shares of SouthState Bank Corp worth $425K as of Q2 2026.
  • Icon Wealth Advisors bought 22 SouthState Bank Corp shares in Q2 2026, an estimated $2.12K.
  • SouthState Bank Corp made up 0.03% of Icon Wealth Advisors's portfolio in Q2 2026, its #293 holding.
  • Icon Wealth Advisors first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 6 quarters since.
  • 558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.