Kestra Advisory Services’s SouthState Bank Corp SSB Stock Holding History

Kestra Advisory Services’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	$941K	Buy	9,423 +4,820	+105%	+$465K	﹤0.01%	1877
2026 Q1	$426K	Sell	4,603 -765	-14%	-$75K	﹤0.01%	2349
2025 Q4	$505K	Buy	5,368 +65	+1%	+$6.02K	﹤0.01%	2131
2025 Q3	$524K	Sell	5,303 -575	-10%	-$56.5K	﹤0.01%	2033
2025 Q2	$541K	Buy	5,878 +625	+12%	+$54.9K	﹤0.01%	1910
2025 Q1	$488K	Buy	+5,253	New	+$517K	﹤0.01%	1829
2024 Q3	–	Sell	-5,671	Closed	-$433K	–	2725
2024 Q2	$433K	Buy	+5,671	New	+$439K	﹤0.01%	1872
2021 Q4	–	Sell	-7,053	Closed	-$527K	–	2178
2021 Q3	$527K	Buy	+7,053	New	+$502K	0.01%	1361
2021 Q1	–	Sell	-6,191	Closed	-$447K	–	2051
2020 Q4	$447K	Buy	+6,191	New	+$407K	0.01%	1262

Other funds holding SSB

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Kestra Advisory Services's SSB Position: Q2 2026 in Review

Kestra Advisory Services increased its SouthState Bank Corp (SSB) stake by 105% in Q2 2026, buying an estimated $465K and bringing the position to 9,423 shares worth $941K. The position accounts for ﹤0.01% of the portfolio, ranked #1877.

Kestra Advisory Services first reported a position in SSB in Q4 2020 and has held it in 9 quarters since. 139 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Kestra Advisory Services held 9,423 shares of SouthState Bank Corp worth $941K as of Q2 2026.
Kestra Advisory Services bought 4,820 SouthState Bank Corp shares in Q2 2026, an estimated $465K.
SouthState Bank Corp made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1877 holding.
Kestra Advisory Services first reported a position in SouthState Bank Corp in Q4 2020 and has held it in 9 quarters since.
139 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.