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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
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 $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

Jefferies Financial Group's SSB Position: Q1 2026 in Review

Jefferies Financial Group reduced its SouthState Bank Corp (SSB) stake by 28% in Q1 2026, selling an estimated $473K and leaving 12,703 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #864.

Jefferies Financial Group first reported a position in SSB in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.38M in Q2 2025. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Jefferies Financial Group held 12,703 shares of SouthState Bank Corp worth $1.18M as of Q1 2026.
  • Jefferies Financial Group sold 4,822 SouthState Bank Corp shares in Q1 2026, an estimated $473K.
  • SouthState Bank Corp made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #864 holding.
  • Jefferies Financial Group first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 4 quarters since.
  • Jefferies Financial Group's SouthState Bank Corp position peaked at $2.38M in Q2 2025.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.