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 Q3	$5.77K	Hold	58	–	–	﹤0.01%	969
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Key Financial Inc's SSB Position: Q3 2026 in Review

Key Financial Inc held its SouthState Bank Corp (SSB) position steady in Q3 2026 at 58 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Key Financial Inc first reported a position in SSB in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.79K in Q2 2026. 259 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

Key Financial Inc held 58 shares of SouthState Bank Corp worth $5.77K as of Q3 2026.
Key Financial Inc left its SouthState Bank Corp share count unchanged in Q3 2026.
SouthState Bank Corp made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #969 holding.
Key Financial Inc first reported a position in SouthState Bank Corp in Q2 2023 and has held it in 14 quarters since.
Key Financial Inc's SouthState Bank Corp position peaked at $5.79K in Q2 2026.
259 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.