Jones Financial Companies’s SouthState Bank Corp SSB Stock Holding History

Jones Financial Companies’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	$7.64M	Buy	75,366 +29,505	+64%	+$2.84M	﹤0.01%	1016
2026 Q1	$4.12M	Buy	45,861 +45,358	+9,017%	+$4.45M	﹤0.01%	1148
2025 Q4	$47.3K	Buy	503 +1	+0.2%	+$93	﹤0.01%	2557
2025 Q3	$50.8K	Buy	502 +55	+12%	+$5.4K	﹤0.01%	2373
2025 Q2	$40.7K	Buy	447 +178	+66%	+$15.6K	﹤0.01%	2307
2025 Q1	$24.8K	Buy	269 +113	+72%	+$11.1K	﹤0.01%	2350
2024 Q4	$15.5K	Buy	156 +95	+156%	+$9.79K	﹤0.01%	2351
2024 Q3	$5.88K	Buy	+61	New	+$5.58K	﹤0.01%	2404
2022 Q1	–	Sell	-52	Closed	-$4K	–	827
2021 Q4	$4K	Buy	+52	New	+$4.13K	﹤0.01%	679

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 $3.37T AUM 44.26% 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

Jones Financial Companies's SSB Position: Q2 2026 in Review

Jones Financial Companies increased its SouthState Bank Corp (SSB) stake by 64% in Q2 2026, buying an estimated $2.84M and bringing the position to 75,366 shares worth $7.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Jones Financial Companies first reported a position in SSB in Q4 2021 and has held it in 9 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Jones Financial Companies held 75,366 shares of SouthState Bank Corp worth $7.64M as of Q2 2026.
Jones Financial Companies bought 29,505 SouthState Bank Corp shares in Q2 2026, an estimated $2.84M.
SouthState Bank Corp made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1016 holding.
Jones Financial Companies first reported a position in SouthState Bank Corp in Q4 2021 and has held it in 9 quarters since.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.