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LRI Investments’s SouthState Bank Corp SSB Stock Holding History

LRI Investments’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 		$9.49K Buy
95
+7
+8% +$675 ﹤0.01% 965
2026
Q1 		$8.14K Buy
+88
New +$8.63K ﹤0.01% 941
2024
Q3 		– Sell
-33
Closed -$2.5K – 1198
2024
Q2 		$2.5K Buy
+33
New +$2.56K ﹤0.01% 1024

Other funds holding SSB

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LRI Investments's SSB Position: Q2 2026 in Review

LRI Investments increased its SouthState Bank Corp (SSB) stake by 8% in Q2 2026, buying an estimated $675 and bringing the position to 95 shares worth $9.49K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

LRI Investments first reported a position in SSB in Q2 2024 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • LRI Investments held 95 shares of SouthState Bank Corp worth $9.49K as of Q2 2026.
  • LRI Investments bought 7 SouthState Bank Corp shares in Q2 2026, an estimated $675.
  • SouthState Bank Corp made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #965 holding.
  • LRI Investments first reported a position in SouthState Bank Corp in Q2 2024 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.