KSWWM
SSB icon

Keyes Stange & Wooten Wealth Management’s SouthState Bank Corp SSB Stock Holding History

Keyes Stange & Wooten 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 		– Sell
-2,274
Closed -$214K – 77
2025
Q4 		$214K Sell
2,274
-369
-14% -$34.2K 0.1% 70
2025
Q3 		$261K Sell
2,643
-202
-7% -$19.8K 0.13% 59
2025
Q2 		$262K Hold
2,845
– – 0.14% 60
2025
Q1 		$264K Hold
2,845
– – 0.15% 56
2024
Q4 		$283K Sell
2,845
-189
-6% -$19.5K 0.17% 57
2024
Q3 		$295K Sell
3,034
-200
-6% -$18.3K 0.17% 54
2024
Q2 		$247K Hold
3,234
– – 0.17% 54
2024
Q1 		$275K Hold
3,234
– – 0.24% 51
2023
Q4 		$273K Buy
+3,234
New +$239K 0.29% 44

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Keyes Stange & Wooten Wealth Management's SSB Position: Q1 2026 in Review

Keyes Stange & Wooten Wealth Management sold out of SouthState Bank Corp (SSB) in Q1 2026, closing a stake of 2,274 shares — an estimated $214K sold.

Keyes Stange & Wooten Wealth Management first reported a position in SSB in Q4 2023 and held it in 9 quarters. The position peaked at $295K in Q3 2024. 512 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Keyes Stange & Wooten Wealth Management reported no remaining SouthState Bank Corp position as of Q1 2026 after selling out during the quarter.
  • Keyes Stange & Wooten Wealth Management sold 2,274 SouthState Bank Corp shares in Q1 2026, an estimated $214K.
  • Keyes Stange & Wooten Wealth Management first reported a position in SouthState Bank Corp in Q4 2023 and held it in 9 quarters.
  • Keyes Stange & Wooten Wealth Management's SouthState Bank Corp position peaked at $295K in Q3 2024.
  • 512 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.