Jefferies Financial Group
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Jefferies Financial Group’s SouthState Bank Corp SSB Stock Holding History

Jefferies Financial Group’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
Q3 		– Sell
-11,050
Closed -$1.1M – 1790
2026
Q2 		$1.1M Sell
11,050
-1,653
-13% -$159K 0.01% 927
2026
Q1 		$1.18M Sell
12,703
-4,822
-28% -$473K 0.01% 864
2025
Q4 		$1.65M Buy
+17,525
New +$1.62M 0.01% 886
2025
Q3 		– Sell
-25,864
Closed -$2.38M – 1671
2025
Q2 		$2.38M Buy
25,864
+22,815
+748% +$2M 0.02% 473
2025
Q1 		$283K Buy
+3,049
New +$300K ﹤0.01% 1262

Other funds holding SSB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Jefferies Financial Group's SSB Position: Q3 2026 in Review

Jefferies Financial Group sold out of SouthState Bank Corp (SSB) in Q3 2026, closing a stake of 11,050 shares — an estimated $1.1M sold.

Jefferies Financial Group first reported a position in SSB in Q1 2025 and held it in 5 quarters. The position peaked at $2.38M in Q2 2025. 449 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

  • Jefferies Financial Group reported no remaining SouthState Bank Corp position as of Q3 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 11,050 SouthState Bank Corp shares in Q3 2026, an estimated $1.1M.
  • Jefferies Financial Group first reported a position in SouthState Bank Corp in Q1 2025 and held it in 5 quarters.
  • Jefferies Financial Group's SouthState Bank Corp position peaked at $2.38M in Q2 2025.
  • 449 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.