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Measured Wealth Private Client Group’s SouthState Bank Corp SSB Stock Holding History

Measured Wealth Private Client Group’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 		$51.2K Hold
513
– – 0.01% 327
2026
Q1 		$47.5K Hold
513
– – 0.01% 303
2025
Q4 		$48.3K Hold
513
– – 0.01% 313
2025
Q3 		$50.7K Buy
+513
New +$50.4K 0.01% 300

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

Measured Wealth Private Client Group's SSB Position: Q2 2026 in Review

Measured Wealth Private Client Group held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 513 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #327.

Measured Wealth Private Client Group first reported a position in SSB in Q3 2025 and has held it in 4 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Measured Wealth Private Client Group held 513 shares of SouthState Bank Corp worth $51.2K as of Q2 2026.
  • Measured Wealth Private Client Group left its SouthState Bank Corp share count unchanged in Q2 2026.
  • SouthState Bank Corp made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #327 holding.
  • Measured Wealth Private Client Group first reported a position in SouthState Bank Corp in Q3 2025 and has held it in 4 quarters since.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.