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Lummis Asset Management’s SouthState Bank Corp SSB Stock Holding History

Lummis Asset Management’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 		$835K Sell
8,205
-121
-1% -$11.7K 0.5% 43
2026
Q1 		$785K Sell
8,326
-689
-8% -$67.6K 0.47% 42
2025
Q4 		$848K Sell
9,015
-313
-3% -$29K 0.52% 39
2025
Q3 		$922K Sell
9,328
-66
-0.7% -$6.48K 0.61% 39
2025
Q2 		$865K Sell
9,394
-157
-2% -$13.8K 0.57% 40
2025
Q1 		$869K Buy
9,551
+2,943
+45% +$290K 0.6% 38
2024
Q4 		$657K Sell
6,608
-88
-1% -$9.07K 0.83% 32
2024
Q3 		$651K Buy
6,696
+38
+0.6% +$3.48K 0.76% 32
2024
Q2 		$509K Buy
6,658
+72
+1% +$5.58K 0.67% 34
2024
Q1 		$560K Sell
6,586
-2,943
-31% -$242K 0.75% 31
2023
Q4 		$805K Buy
+9,529
New +$703K 0.62% 37

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 $3.37T AUM 44.26% 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

Lummis Asset Management's SSB Position: Q2 2026 in Review

Lummis Asset Management reduced its SouthState Bank Corp (SSB) stake by 1.5% in Q2 2026, selling an estimated $11.7K and leaving 8,205 shares worth $835K. The position accounts for 0.5% of the portfolio, ranked #43.

Lummis Asset Management first reported a position in SSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $922K in Q3 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Lummis Asset Management held 8,205 shares of SouthState Bank Corp worth $835K as of Q2 2026.
  • Lummis Asset Management sold 121 SouthState Bank Corp shares in Q2 2026, an estimated $11.7K.
  • SouthState Bank Corp made up 0.5% of Lummis Asset Management's portfolio in Q2 2026, its #43 holding.
  • Lummis Asset Management first reported a position in SouthState Bank Corp in Q4 2023 and has held it in 11 quarters since.
  • Lummis Asset Management's SouthState Bank Corp position peaked at $922K in Q3 2025.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.