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Independent Advisor Alliance’s SouthState Bank Corp SSB Stock Holding History

Independent Advisor Alliance’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 		$2.72M Sell
27,208
-112
-0.4% -$10.8K 0.06% 218
2026
Q1 		$2.53M Sell
27,320
-601
-2% -$58.9K 0.03% 489
2025
Q4 		$2.63M Sell
27,921
-370
-1% -$34.3K 0.06% 247
2025
Q3 		$2.8M Buy
28,291
+150
+0.5% +$14.7K 0.07% 228
2025
Q2 		$2.59M Sell
28,141
-245
-0.9% -$21.5K 0.07% 225
2025
Q1 		$2.63M Buy
28,386
+472
+2% +$46.5K 0.09% 214
2024
Q4 		$2.78M Buy
27,914
+145
+0.5% +$14.9K 0.04% 426
2024
Q3 		$2.7M Sell
27,769
-976
-3% -$89.3K 0.1% 175
2024
Q2 		$2.2M Buy
28,745
+395
+1% +$30.6K 0.08% 209
2024
Q1 		$2.41M Hold
28,350
– – 0.09% 190
2023
Q4 		$2.39M Sell
28,350
-67
-0.2% -$4.95K 0.09% 189
2023
Q3 		$1.91M Buy
28,417
+1
+0% +$72 0.09% 200
2023
Q2 		$1.87M Buy
28,416
+528
+2% +$35.2K 0.08% 209
2023
Q1 		$1.99M Buy
27,888
+16,664
+148% +$1.3M 0.1% 196
2022
Q4 		$857 Buy
11,224
+55
+0.5% +$4.62K ﹤0.01% 308
2022
Q3 		$884K Sell
11,169
-99
-0.9% -$7.96K 0.05% 275
2022
Q2 		$869K Buy
+11,268
New +$878K 0.05% 289
2021
Q1 		– Sell
-2,977
Closed -$215K – 649
2020
Q4 		$215K Buy
+2,977
New +$196K 0.01% 497

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

Independent Advisor Alliance's SSB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its SouthState Bank Corp (SSB) stake by 0.41% in Q2 2026, selling an estimated $10.8K and leaving 27,208 shares worth $2.72M. The position accounts for 0.06% of the portfolio, ranked #218.

Independent Advisor Alliance first reported a position in SSB in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.8M in Q3 2025. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Independent Advisor Alliance held 27,208 shares of SouthState Bank Corp worth $2.72M as of Q2 2026.
  • Independent Advisor Alliance sold 112 SouthState Bank Corp shares in Q2 2026, an estimated $10.8K.
  • SouthState Bank Corp made up 0.06% of Independent Advisor Alliance's portfolio in Q2 2026, its #218 holding.
  • Independent Advisor Alliance first reported a position in SouthState Bank Corp in Q4 2020 and has held it in 18 quarters since.
  • Independent Advisor Alliance's SouthState Bank Corp position peaked at $2.8M in Q3 2025.
  • 558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.