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JPL Wealth Management’s SouthState Bank Corp SSB Stock Holding History

JPL Wealth Management’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 		$4.5K Buy
45
+15
+50% +$1.45K ﹤0.01% 804
2026
Q1 		$2.78K Buy
+30
New +$2.94K ﹤0.01% 866
2025
Q4 		– Sell
-57
Closed -$5.64K – 989
2025
Q3 		$5.64K Buy
+57
New +$5.6K ﹤0.01% 647

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

JPL Wealth Management's SSB Position: Q2 2026 in Review

JPL Wealth Management increased its SouthState Bank Corp (SSB) stake by 50% in Q2 2026, buying an estimated $1.45K and bringing the position to 45 shares worth $4.5K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

JPL Wealth Management first reported a position in SSB in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.64K in Q3 2025. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • JPL Wealth Management held 45 shares of SouthState Bank Corp worth $4.5K as of Q2 2026.
  • JPL Wealth Management bought 15 SouthState Bank Corp shares in Q2 2026, an estimated $1.45K.
  • SouthState Bank Corp made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #804 holding.
  • JPL Wealth Management first reported a position in SouthState Bank Corp in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's SouthState Bank Corp position peaked at $5.64K in Q3 2025.
  • 558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.