Linscomb Wealth’s SouthState Bank Corp SSB Stock Holding History

Linscomb Wealth’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	$1.51M	Sell	15,071 -791	-5%	-$76.2K	0.07%	168
2026 Q1	$1.47M	Buy	15,862 +553	+4%	+$54.2K	0.07%	167
2025 Q4	$1.44M	Sell	15,309 -350	-2%	-$32.4K	0.06%	157
2025 Q3	$1.55M	Hold	15,659	–	–	0.07%	153
2025 Q2	$1.44M	Hold	15,659	–	–	0.07%	154
2025 Q1	$1.45M	Buy	+15,659	New	+$1.54M	0.07%	154
2020 Q2	–	Sell	-8,898	Closed	-$523K	–	373
2020 Q1	$523K	Sell	8,898 -2,570	-22%	-$190K	0.05%	243
2019 Q4	$995K	Buy	+11,468	New	+$931K	0.06%	222

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

Linscomb Wealth's SSB Position: Q2 2026 in Review

Linscomb Wealth reduced its SouthState Bank Corp (SSB) stake by 5% in Q2 2026, selling an estimated $76.2K and leaving 15,071 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #168.

Linscomb Wealth first reported a position in SSB in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.55M in Q3 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Linscomb Wealth held 15,071 shares of SouthState Bank Corp worth $1.51M as of Q2 2026.
Linscomb Wealth sold 791 SouthState Bank Corp shares in Q2 2026, an estimated $76.2K.
SouthState Bank Corp made up 0.07% of Linscomb Wealth's portfolio in Q2 2026, its #168 holding.
Linscomb Wealth first reported a position in SouthState Bank Corp in Q4 2019 and has held it in 8 quarters since.
Linscomb Wealth's SouthState Bank Corp position peaked at $1.55M in Q3 2025.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.