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JFS Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

JFS Wealth Advisors’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 		$5.99K Buy
60
+3
+5% +$289 ﹤0.01% 1216
2026
Q1 		$5.27K Buy
57
+5
+10% +$490 ﹤0.01% 1179
2025
Q4 		$4.89K Buy
52
+27
+108% +$2.5K ﹤0.01% 1243
2025
Q3 		$2.47K Hold
25
– – ﹤0.01% 1381
2025
Q2 		$2.3K Sell
25
-15
-38% -$1.32K ﹤0.01% 1356
2025
Q1 		$3.71K Sell
40
-4
-9% -$394 ﹤0.01% 1243
2024
Q4 		$4.38K Buy
44
+4
+10% +$412 ﹤0.01% 1183
2024
Q3 		$3.89K Buy
40
+19
+90% +$1.74K ﹤0.01% 1216
2024
Q2 		$1.6K Hold
21
– – ﹤0.01% 1517
2024
Q1 		$1.79K Buy
21
+6
+40% +$494 ﹤0.01% 1487
2023
Q4 		$1.27K Sell
15
-20
-57% -$1.48K ﹤0.01% 1576
2023
Q3 		$2.36K Buy
35
+6
+21% +$433 ﹤0.01% 1297
2023
Q2 		$1.91K Buy
29
+1
+4% +$67 ﹤0.01% 1399
2023
Q1 		$2K Sell
28
-15
-35% -$1.17K ﹤0.01% 1367
2022
Q4 		$3.28K Buy
43
+4
+10% +$336 ﹤0.01% 1167
2022
Q3 		$3K Buy
39
+19
+95% +$1.53K ﹤0.01% 1240
2022
Q2 		$2K Sell
20
-4
-17% -$312 ﹤0.01% 1387
2022
Q1 		$2K Buy
24
+17
+243% +$1.47K ﹤0.01% 1497
2021
Q4 		$1K Buy
+7
New +$556 ﹤0.01% 1564

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's SSB Position: Q2 2026 in Review

JFS Wealth Advisors increased its SouthState Bank Corp (SSB) stake by 5.3% in Q2 2026, buying an estimated $289 and bringing the position to 60 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

JFS Wealth Advisors first reported a position in SSB in Q4 2021 and has held it in 19 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • JFS Wealth Advisors held 60 shares of SouthState Bank Corp worth $5.99K as of Q2 2026.
  • JFS Wealth Advisors bought 3 SouthState Bank Corp shares in Q2 2026, an estimated $289.
  • SouthState Bank Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1216 holding.
  • JFS Wealth Advisors first reported a position in SouthState Bank Corp in Q4 2021 and has held it in 19 quarters since.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.