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KDK Private Wealth Management’s SouthState Bank Corp SSB Stock Holding History

KDK Private 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 		$1.03M Sell
10,305
-7
-0.1% -$675 0.85% 22
2026
Q1 		$954K Sell
10,312
-15
-0.1% -$1.47K 0.87% 23
2025
Q4 		$972K Buy
10,327
+22
+0.2% +$2.04K 0.85% 23
2025
Q3 		$1.02M Hold
10,305
– – 1.03% 20
2025
Q2 		$948K Hold
10,305
– – 1.01% 18
2025
Q1 		$957K Buy
+10,305
New +$1.01M 1.09% 19

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

KDK Private Wealth Management's SSB Position: Q2 2026 in Review

KDK Private Wealth Management reduced its SouthState Bank Corp (SSB) stake by 0.07% in Q2 2026, selling an estimated $675 and leaving 10,305 shares worth $1.03M. The position accounts for 0.85% of the portfolio, ranked #22.

KDK Private Wealth Management first reported a position in SSB in Q1 2025 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • KDK Private Wealth Management held 10,305 shares of SouthState Bank Corp worth $1.03M as of Q2 2026.
  • KDK Private Wealth Management sold 7 SouthState Bank Corp shares in Q2 2026, an estimated $675.
  • SouthState Bank Corp made up 0.85% of KDK Private Wealth Management's portfolio in Q2 2026, its #22 holding.
  • KDK Private Wealth Management first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 6 quarters since.
  • 558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

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