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 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 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 $3.38T AUM 44.17% 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

Jefferies Financial Group's SSB Position: Q2 2026 in Review

Jefferies Financial Group reduced its SouthState Bank Corp (SSB) stake by 13% in Q2 2026, selling an estimated $159K and leaving 11,050 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #927.

Jefferies Financial Group first reported a position in SSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.38M in Q2 2025. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Jefferies Financial Group held 11,050 shares of SouthState Bank Corp worth $1.1M as of Q2 2026.
Jefferies Financial Group sold 1,653 SouthState Bank Corp shares in Q2 2026, an estimated $159K.
SouthState Bank Corp made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #927 holding.
Jefferies Financial Group first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 5 quarters since.
Jefferies Financial Group's SouthState Bank Corp position peaked at $2.38M in Q2 2025.
558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.