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Kingswood Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

Kingswood Wealth Advisors’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 		$233K Sell
2,334
-16
-0.7% -$1.54K 0.01% 895
2026
Q1 		$217K Buy
2,350
+28
+1% +$2.75K 0.01% 852
2025
Q4 		$219K Buy
+2,322
New +$215K 0.01% 790

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

Kingswood Wealth Advisors's SSB Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its SouthState Bank Corp (SSB) stake by 0.68% in Q2 2026, selling an estimated $1.54K and leaving 2,334 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #895.

Kingswood Wealth Advisors first reported a position in SSB in Q4 2025 and has held it in 3 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Kingswood Wealth Advisors held 2,334 shares of SouthState Bank Corp worth $233K as of Q2 2026.
  • Kingswood Wealth Advisors sold 16 SouthState Bank Corp shares in Q2 2026, an estimated $1.54K.
  • SouthState Bank Corp made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #895 holding.
  • Kingswood Wealth Advisors first reported a position in SouthState Bank Corp in Q4 2025 and has held it in 3 quarters since.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.