MFG
SSB icon

Merit Financial Group’s SouthState Bank Corp SSB Stock Holding History

Merit Financial 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 		$366K Buy
+3,665
New +$353K ﹤0.01% 1695
2025
Q4 		– Sell
-6,017
Closed -$595K – 2023
2025
Q3 		$595K Buy
+6,017
New +$591K 0.01% 1079

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

Merit Financial Group's SSB Position: Q2 2026 in Review

Merit Financial Group opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 3,665 shares worth $366K. The stake represents ﹤0.01% of the portfolio and ranks #1695 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in SSB as recently as Q3 2025.

Merit Financial Group first reported a position in SSB in Q3 2025 and has held it in 2 quarters since. The position peaked at $595K in Q3 2025. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Merit Financial Group held 3,665 shares of SouthState Bank Corp worth $366K as of Q2 2026.
  • SouthState Bank Corp was a new Merit Financial Group position in Q2 2026.
  • SouthState Bank Corp made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1695 holding.
  • Merit Financial Group first reported a position in SouthState Bank Corp in Q3 2025 and has held it in 2 quarters since.
  • Merit Financial Group's SouthState Bank Corp position peaked at $595K in Q3 2025.
  • 558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.