Larson Financial Group’s SouthState Bank Corp SSB Stock Holding History

Larson Financial Group’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	$2.1K	Buy	21 +17	+425%	+$1.64K	﹤0.01%	3099
2026 Q1	$370	Hold	4	–	–	﹤0.01%	3370
2025 Q4	$376	Sell	4 -2	-33%	-$185	﹤0.01%	3178
2025 Q3	$593	Sell	6 -1	-14%	-$98	﹤0.01%	3067
2025 Q2	$644	Sell	7 -1,602	-100%	-$141K	﹤0.01%	2785
2025 Q1	$149K	Buy	1,609 +1,602	+22,886%	+$158K	0.01%	684
2024 Q4	$696	Buy	7 +1	+17%	+$103	﹤0.01%	2120
2024 Q3	$583	Buy	+6	New	+$549	﹤0.01%	2094

Other funds holding SSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Larson Financial Group's SSB Position: Q2 2026 in Review

Larson Financial Group increased its SouthState Bank Corp (SSB) stake by 425% in Q2 2026, buying an estimated $1.64K and bringing the position to 21 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Larson Financial Group first reported a position in SSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $149K in Q1 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Larson Financial Group held 21 shares of SouthState Bank Corp worth $2.1K as of Q2 2026.
Larson Financial Group bought 17 SouthState Bank Corp shares in Q2 2026, an estimated $1.64K.
SouthState Bank Corp made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3099 holding.
Larson Financial Group first reported a position in SouthState Bank Corp in Q3 2024 and has held it in 8 quarters since.
Larson Financial Group's SouthState Bank Corp position peaked at $149K in Q1 2025.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.