Janney Montgomery Scott
SSB icon

Janney Montgomery Scott’s SouthState Bank Corp SSB Stock Holding History

Janney Montgomery Scott’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
Q1 		$412K Buy
4,455
+19
+0.4% +$1.86K ﹤0.01% 2173
2025
Q4 		$417K Sell
4,436
-200
-4% -$18.5K ﹤0.01% 2336
2025
Q3 		$458K Hold
4,636
– – ﹤0.01% 2204
2025
Q2 		$427K Sell
4,636
-425
-8% -$37.3K ﹤0.01% 2119
2025
Q1 		$470K Sell
5,061
-2,639
-34% -$260K ﹤0.01% 2023
2024
Q4 		$766K Sell
7,700
-1,452
-16% -$150K ﹤0.01% 1732
2024
Q3 		$889K Sell
9,152
-7,969
-47% -$729K ﹤0.01% 1585
2024
Q2 		$1.31M Sell
17,121
-1,885
-10% -$146K ﹤0.01% 1304
2024
Q1 		$1.62M Buy
19,006
+9,843
+107% +$811K ﹤0.01% 1260
2023
Q4 		$774K Sell
9,163
-2,010
-18% -$148K ﹤0.01% 1603
2023
Q3 		$753K Buy
11,173
+374
+3% +$27K ﹤0.01% 1500
2023
Q2 		$711K Buy
10,799
+50
+0.5% +$3.34K ﹤0.01% 1628
2023
Q1 		$766K Sell
10,749
-494
-4% -$38.4K ﹤0.01% 1473
2022
Q4 		$859K Buy
11,243
+41
+0.4% +$3.44K ﹤0.01% 1451
2022
Q3 		$887K Sell
11,202
-1,010
-8% -$81.3K ﹤0.01% 1369
2022
Q2 		$953K Sell
12,212
-704
-5% -$54.9K ﹤0.01% 1272
2022
Q1 		$1.05M Sell
12,916
-1,087
-8% -$93.7K ﹤0.01% 1220
2021
Q4 		$1.12M Buy
14,003
+4,911
+54% +$390K ﹤0.01% 1263
2021
Q3 		$679K Buy
9,092
+560
+7% +$39.9K ﹤0.01% 1485
2021
Q2 		$698K Hold
8,532
– – ﹤0.01% 1458
2021
Q1 		$670K Buy
8,532
+1,742
+26% +$140K ﹤0.01% 1400
2020
Q4 		$491K Sell
6,790
-35
-0.5% -$2.3K ﹤0.01% 1580
2020
Q3 		$329K Buy
6,825
+503
+8% +$26K ﹤0.01% 1648
2020
Q2 		$301K Buy
6,322
+1,394
+28% +$72.8K ﹤0.01% 1631
2020
Q1 		$289K Buy
4,928
+1,761
+56% +$130K ﹤0.01% 1504
2019
Q4 		$275K Hold
3,167
– – ﹤0.01% 1759
2019
Q3 		$238K Sell
3,167
-41
-1% -$3.09K ﹤0.01% 1801
2019
Q2 		$236K Sell
3,208
-342
-10% -$24.6K ﹤0.01% 1806
2019
Q1 		$243K Buy
+3,550
New +$239K ﹤0.01% 1763
2018
Q2 		– Sell
-2,368
Closed -$202K – 2048
2018
Q1 		$202K Buy
+2,368
New +$210K ﹤0.01% 1815

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott's SSB Position: Q1 2026 in Review

Janney Montgomery Scott increased its SouthState Bank Corp (SSB) stake by 0.43% in Q1 2026, buying an estimated $1.86K and bringing the position to 4,455 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Janney Montgomery Scott first reported a position in SSB in Q1 2018 and has held it in 30 quarters since. The position peaked at $1.62M in Q1 2024. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Janney Montgomery Scott held 4,455 shares of SouthState Bank Corp worth $412K as of Q1 2026.
  • Janney Montgomery Scott bought 19 SouthState Bank Corp shares in Q1 2026, an estimated $1.86K.
  • SouthState Bank Corp made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2173 holding.
  • Janney Montgomery Scott first reported a position in SouthState Bank Corp in Q1 2018 and has held it in 30 quarters since.
  • Janney Montgomery Scott's SouthState Bank Corp position peaked at $1.62M in Q1 2024.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.