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M Holdings Securities’s SouthState Bank Corp SSB Stock Holding History

M Holdings Securities’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 		– Sell
-22,621
Closed -$2.12M – 265
2026
Q1 		$2.12M Buy
+22,621
New +$2.22M 0.14% 125

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

M Holdings Securities's SSB Position: Q2 2026 in Review

M Holdings Securities sold out of SouthState Bank Corp (SSB) in Q2 2026, closing a stake of 22,621 shares — an estimated $2.12M sold.

M Holdings Securities first reported a position in SSB in Q1 2026 and held it in 1 quarter. The position peaked at $2.12M in Q1 2026. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • M Holdings Securities reported no remaining SouthState Bank Corp position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 22,621 SouthState Bank Corp shares in Q2 2026, an estimated $2.12M.
  • M Holdings Securities first reported a position in SouthState Bank Corp in Q1 2026 and held it in 1 quarter.
  • M Holdings Securities's SouthState Bank Corp position peaked at $2.12M in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.