J.W. Cole Advisors’s SouthState Bank Corp SSB Stock Holding History

J.W. Cole 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	$333K	Sell	3,337 -96	-3%	-$9.25K	0.01%	1218
2026 Q1	$318K	Buy	+3,433	New	+$337K	0.01%	612
2025 Q4	–	Sell	-4,555	Closed	-$450K	–	1587
2025 Q3	$450K	Sell	4,555 -37	-0.8%	-$3.63K	0.01%	1031
2025 Q2	$423K	Buy	+4,592	New	+$403K	0.01%	979
2025 Q1	–	Sell	-4,524	Closed	-$450K	–	1345
2024 Q4	$450K	Buy	4,524 +5	+0.1%	+$515	0.02%	633
2024 Q3	$439K	Buy	4,519 +89	+2%	+$8.14K	0.02%	643
2024 Q2	$339K	Sell	4,430 -510	-10%	-$39.5K	0.02%	665
2024 Q1	$418K	Buy	+4,940	New	+$407K	0.02%	584
2021 Q1	–	Sell	-4,018	Closed	-$290K	–	697
2020 Q4	$290K	Buy	+4,018	New	+$264K	0.03%	489

Other funds holding SSB

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

J.W. Cole Advisors's SSB Position: Q2 2026 in Review

J.W. Cole Advisors reduced its SouthState Bank Corp (SSB) stake by 2.8% in Q2 2026, selling an estimated $9.25K and leaving 3,337 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #1218.

J.W. Cole Advisors first reported a position in SSB in Q4 2020 and has held it in 9 quarters since. The position peaked at $450K in Q3 2025. 163 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

J.W. Cole Advisors held 3,337 shares of SouthState Bank Corp worth $333K as of Q2 2026.
J.W. Cole Advisors sold 96 SouthState Bank Corp shares in Q2 2026, an estimated $9.25K.
SouthState Bank Corp made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1218 holding.
J.W. Cole Advisors first reported a position in SouthState Bank Corp in Q4 2020 and has held it in 9 quarters since.
J.W. Cole Advisors's SouthState Bank Corp position peaked at $450K in Q3 2025.
163 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.