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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
Q2 		$5.79K Hold
58
– – ﹤0.01% 983
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
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

Key Financial Inc's SSB Position: Q2 2026 in Review

Key Financial Inc held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 58 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

Key Financial Inc first reported a position in SSB in Q2 2023 and has held it in 13 quarters since. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Key Financial Inc held 58 shares of SouthState Bank Corp worth $5.79K as of Q2 2026.
  • Key Financial Inc left its SouthState Bank Corp share count unchanged in Q2 2026.
  • SouthState Bank Corp made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #983 holding.
  • Key Financial Inc first reported a position in SouthState Bank Corp in Q2 2023 and has held it in 13 quarters since.
  • 558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.