Integrated Wealth Concepts’s SouthState Bank Corp SSB Stock Holding History

Integrated Wealth Concepts’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	$125K	Buy	+1,255	New	+$121K	﹤0.01%	2640

Other funds holding SSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's SSB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 1,255 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #2640 among its holdings.

555 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Integrated Wealth Concepts held 1,255 shares of SouthState Bank Corp worth $125K as of Q2 2026.
SouthState Bank Corp was a new Integrated Wealth Concepts position in Q2 2026.
SouthState Bank Corp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2640 holding.
555 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.