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Legacy Capital Wealth Partners’s SouthState Bank Corp SSB Stock Holding History

Legacy Capital Wealth Partners’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 		$255K Buy
+2,555
New +$246K 0.05% 327
2025
Q1 		– Sell
-2,296
Closed -$228K – 373
2024
Q4 		$228K Sell
2,296
-49
-2% -$5.05K 0.06% 317
2024
Q3 		$228K Buy
+2,345
New +$215K 0.05% 321

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 $3.38T AUM 44.17% 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

Legacy Capital Wealth Partners's SSB Position: Q2 2026 in Review

Legacy Capital Wealth Partners opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 2,555 shares worth $255K. The stake represents 0.05% of the portfolio and ranks #327 among its holdings. This is a return to the name: Legacy Capital Wealth Partners previously reported a position in SSB as recently as Q4 2024.

Legacy Capital Wealth Partners first reported a position in SSB in Q3 2024 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Legacy Capital Wealth Partners held 2,555 shares of SouthState Bank Corp worth $255K as of Q2 2026.
  • SouthState Bank Corp was a new Legacy Capital Wealth Partners position in Q2 2026.
  • SouthState Bank Corp made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #327 holding.
  • Legacy Capital Wealth Partners first reported a position in SouthState Bank Corp in Q3 2024 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.