Key Financial Inc’s SouthState Bank Corp SSB Stock Holding History

Key Financial Inc’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	$5.37K	Hold	58	–	–	﹤0.01%	1021
2025 Q4	$5.46K	Hold	58	–	–	﹤0.01%	1014
2025 Q3	$5.71K	Hold	58	–	–	﹤0.01%	1012
2025 Q2	$5.34K	Hold	58	–	–	﹤0.01%	1015
2025 Q1	$5.38K	Hold	58	–	–	﹤0.01%	978
2024 Q4	$5.77K	Hold	58	–	–	﹤0.01%	952
2024 Q3	$5.64K	Hold	58	–	–	﹤0.01%	949
2024 Q2	$4.43K	Hold	58	–	–	﹤0.01%	984
2024 Q1	$4.93K	Hold	58	–	–	﹤0.01%	949
2023 Q4	$4.9K	Hold	58	–	–	﹤0.01%	940
2023 Q3	$3.91K	Hold	58	–	–	﹤0.01%	994
2023 Q2	$3.82K	Buy	+58	New	+$3.87K	﹤0.01%	1035

Other funds holding SSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Key Financial Inc's SSB Position: Q1 2026 in Review

Key Financial Inc held its SouthState Bank Corp (SSB) position steady in Q1 2026 at 58 shares worth $5.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Key Financial Inc first reported a position in SSB in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.77K in Q4 2024. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

Key Financial Inc held 58 shares of SouthState Bank Corp worth $5.37K as of Q1 2026.
Key Financial Inc left its SouthState Bank Corp share count unchanged in Q1 2026.
SouthState Bank Corp made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1021 holding.
Key Financial Inc first reported a position in SouthState Bank Corp in Q2 2023 and has held it in 12 quarters since.
Key Financial Inc's SouthState Bank Corp position peaked at $5.77K in Q4 2024.
511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.