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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Icon Wealth Advisors increased its SouthState Bank Corp (SSB) stake by 24% in Q1 2026, buying an estimated $81.5K and bringing the position to 4,229 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #277.

Icon Wealth Advisors first reported a position in SSB in Q1 2025 and has held it in 5 quarters since. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Icon Wealth Advisors held 4,229 shares of SouthState Bank Corp worth $408K as of Q1 2026.
  • Icon Wealth Advisors bought 831 SouthState Bank Corp shares in Q1 2026, an estimated $81.5K.
  • SouthState Bank Corp made up 0.03% of Icon Wealth Advisors's portfolio in Q1 2026, its #277 holding.
  • Icon Wealth Advisors first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 5 quarters since.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.