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Intentional Wealth Strategies’s SouthState Bank Corp SSB Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-7
Closed -$648 – 782
2026
Q1 		$648 Buy
+7
New +$687 ﹤0.01% 823

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

Intentional Wealth Strategies's SSB Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of SouthState Bank Corp (SSB) in Q2 2026, closing a stake of 7 shares — an estimated $648 sold.

Intentional Wealth Strategies first reported a position in SSB in Q1 2026 and held it in 1 quarter. The position peaked at $648 in Q1 2026. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining SouthState Bank Corp position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 7 SouthState Bank Corp shares in Q2 2026, an estimated $648.
  • Intentional Wealth Strategies first reported a position in SouthState Bank Corp in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's SouthState Bank Corp position peaked at $648 in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.