Modern Wealth Management’s SouthState Bank Corp SSB Stock Holding History

Modern Wealth 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	$634K	Buy	+6,344	New	+$611K	0.01%	644

Other funds holding SSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Modern Wealth Management's SSB Position: Q2 2026 in Review

Modern Wealth Management opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 6,344 shares worth $634K. The stake represents 0.01% of the portfolio and ranks #644 among its holdings.

554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Modern Wealth Management held 6,344 shares of SouthState Bank Corp worth $634K as of Q2 2026.
SouthState Bank Corp was a new Modern Wealth Management position in Q2 2026.
SouthState Bank Corp made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #644 holding.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.