KPWM
SSB icon

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
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 $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

KDK Private Wealth Management's SSB Position: Q1 2026 in Review

KDK Private Wealth Management reduced its SouthState Bank Corp (SSB) stake by 0.15% in Q1 2026, selling an estimated $1.47K and leaving 10,312 shares worth $954K. The position accounts for 0.87% of the portfolio, ranked #23.

KDK Private Wealth Management first reported a position in SSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q3 2025. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • KDK Private Wealth Management held 10,312 shares of SouthState Bank Corp worth $954K as of Q1 2026.
  • KDK Private Wealth Management sold 15 SouthState Bank Corp shares in Q1 2026, an estimated $1.47K.
  • SouthState Bank Corp made up 0.87% of KDK Private Wealth Management's portfolio in Q1 2026, its #23 holding.
  • KDK Private Wealth Management first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 5 quarters since.
  • KDK Private Wealth Management's SouthState Bank Corp position peaked at $1.02M in Q3 2025.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on KDK Private Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.