James Investment Research’s SouthState Bank Corp SSB Stock Holding History

James Investment Research’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	$683K	Hold	6,835	–	–	0.07%	224
2026 Q1	$632K	Buy	6,835 +10	+0.1%	+$981	0.07%	227
2025 Q4	$642K	Hold	6,825	–	–	0.07%	212
2025 Q3	$675K	Buy	6,825 +1,168	+21%	+$115K	0.07%	203
2025 Q2	$521K	Hold	5,657	–	–	0.06%	211
2025 Q1	$525K	Hold	5,657	–	–	0.07%	205
2024 Q4	$563K	Hold	5,657	–	–	0.07%	201
2024 Q3	$550K	Hold	5,657	–	–	0.06%	208
2024 Q2	$432K	Hold	5,657	–	–	0.05%	228
2024 Q1	$481K	Buy	5,657 +2	+0%	+$165	0.06%	217
2023 Q4	$478K	Hold	5,655	–	–	0.06%	207
2023 Q3	$381K	Hold	5,655	–	–	0.05%	212
2023 Q2	$372K	Hold	5,655	–	–	0.05%	213
2023 Q1	$403K	Hold	5,655	–	–	0.05%	207
2022 Q4	$432K	Hold	5,655	–	–	0.06%	188
2022 Q3	$447K	Hold	5,655	–	–	0.06%	183
2022 Q2	$436K	Buy	5,655 +2,447	+76%	+$191K	0.06%	189
2022 Q1	$262K	Buy	3,208 +8	+0.3%	+$690	0.03%	251
2021 Q4	$256K	Hold	3,200	–	–	0.02%	258
2021 Q3	$239K	Buy	+3,200	New	+$228K	0.02%	257

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

James Investment Research's SSB Position: Q2 2026 in Review

James Investment Research held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 6,835 shares worth $683K. The position accounts for 0.07% of the portfolio, ranked #224.

James Investment Research first reported a position in SSB in Q3 2021 and has held it in 20 quarters since. 555 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

James Investment Research held 6,835 shares of SouthState Bank Corp worth $683K as of Q2 2026.
James Investment Research left its SouthState Bank Corp share count unchanged in Q2 2026.
SouthState Bank Corp made up 0.07% of James Investment Research's portfolio in Q2 2026, its #224 holding.
James Investment Research first reported a position in SouthState Bank Corp in Q3 2021 and has held it in 20 quarters since.
555 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.