Laurel Wealth Advisors (North Carolina)’s SouthState Bank Corp SSB Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$1.5M	Sell	15,019 -10	-0.1%	-$964	0.15%	97
2026 Q1	$1.45M	Hold	15,029	–	–	0.14%	98
2025 Q4	$1.41M	Hold	15,029	–	–	0.19%	99
2025 Q3	$1.49M	Sell	15,029 -571	-4%	-$56.1K	0.21%	97
2025 Q2	$1.44M	Sell	15,600 -49	-0.3%	-$4.3K	0.21%	97
2025 Q1	$1.45M	Sell	15,649 -100	-0.6%	-$9.85K	0.23%	92
2024 Q4	$1.57M	Hold	15,749	–	–	0.24%	89
2024 Q3	$1.53M	Hold	15,749	–	–	0.24%	88
2024 Q2	$1.2M	Hold	15,749	–	–	0.21%	98
2024 Q1	$1.34M	Hold	15,749	–	–	0.23%	93
2023 Q4	$1.33M	Hold	15,749	–	–	0.25%	84
2023 Q3	$1.06M	Sell	15,749 -210	-1%	-$15.1K	0.22%	87
2023 Q2	$1.05M	Hold	15,959	–	–	0.21%	92
2023 Q1	$1.14M	Hold	15,959	–	–	0.24%	86
2022 Q4	$1.22M	Hold	15,959	–	–	0.28%	82
2022 Q3	$1.26M	Sell	15,959 -4	-0%	-$322	0.31%	77
2022 Q2	$1.23M	Hold	15,963	–	–	0.3%	77
2022 Q1	$1.3M	Buy	15,963 +2,615	+20%	+$225K	0.27%	81
2021 Q4	$1.07M	Hold	13,348	–	–	0.22%	90
2021 Q3	$997K	Hold	13,348	–	–	0.22%	88
2021 Q2	$1.09M	Sell	13,348 -1,742	-12%	-$148K	0.24%	88
2021 Q1	$1.19M	Sell	15,090 -400	-3%	-$32.2K	0.29%	77
2020 Q4	$1.12M	Buy	15,490 +11,142	+256%	+$732K	0.29%	77
2020 Q3	$209K	Hold	4,348	–	–	0.06%	142
2020 Q2	$207K	Hold	4,348	–	–	0.07%	133
2020 Q1	$255K	Hold	4,348	–	–	0.1%	121
2019 Q4	$377K	Buy	4,348 +2,615	+151%	+$212K	0.12%	120
2019 Q3	$130K	Hold	1,733	–	–	0.04%	161
2019 Q2	$128K	Hold	1,733	–	–	0.05%	161
2019 Q1	$118K	Buy	1,733 +49	+3%	+$3.29K	0.04%	163
2018 Q4	$101K	Buy	+1,684	New	+$117K	0.04%	158

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

Laurel Wealth Advisors (North Carolina)'s SSB Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its SouthState Bank Corp (SSB) stake by 0.07% in Q2 2026, selling an estimated $964 and leaving 15,019 shares worth $1.5M. The position accounts for 0.15% of the portfolio, ranked #97.

Laurel Wealth Advisors (North Carolina) first reported a position in SSB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.57M in Q4 2024. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 15,019 shares of SouthState Bank Corp worth $1.5M as of Q2 2026.
Laurel Wealth Advisors (North Carolina) sold 10 SouthState Bank Corp shares in Q2 2026, an estimated $964.
SouthState Bank Corp made up 0.15% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #97 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in SouthState Bank Corp in Q4 2018 and has held it in 31 quarters since.
Laurel Wealth Advisors (North Carolina)'s SouthState Bank Corp position peaked at $1.57M in Q4 2024.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.