MYIA
SSB icon

Mount Yale Investment Advisors’s SouthState Bank Corp SSB Stock Holding History

Mount Yale Investment Advisors’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 		$2.75M Buy
27,572
+4,922
+22% +$474K 0.05% 343
2026
Q1 		$2.1M Buy
22,650
+631
+3% +$61.9K 0.05% 359
2025
Q4 		$2.07M Buy
22,019
+17,155
+353% +$1.59M 0.1% 186
2025
Q3 		$481K Buy
4,864
+4,570
+1,554% +$449K 0.03% 426
2025
Q2 		$27.1K Sell
294
-3,220
-92% -$283K ﹤0.01% 978
2025
Q1 		$326K Sell
3,514
-486
-12% -$47.8K 0.03% 411
2024
Q4 		$398K Sell
4,000
-2
-0% -$206 0.03% 379
2024
Q3 		$389K Sell
4,002
-20
-0.5% -$1.83K 0.04% 377
2024
Q2 		$307K Sell
4,022
-42
-1% -$3.25K 0.02% 428
2024
Q1 		$346K Sell
4,064
-22
-0.5% -$1.81K 0.03% 417
2023
Q4 		$345K Buy
4,086
+528
+15% +$39K 0.03% 387
2023
Q3 		$240K Buy
3,558
+492
+16% +$35.5K 0.03% 439
2023
Q2 		$202K Sell
3,066
-236
-7% -$15.8K 0.02% 463
2023
Q1 		$235K Buy
+3,302
New +$257K 0.03% 432

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's SSB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its SouthState Bank Corp (SSB) stake by 22% in Q2 2026, buying an estimated $474K and bringing the position to 27,572 shares worth $2.75M. The position accounts for 0.05% of the portfolio, ranked #343.

Mount Yale Investment Advisors first reported a position in SSB in Q1 2023 and has held it in 14 quarters since. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Mount Yale Investment Advisors held 27,572 shares of SouthState Bank Corp worth $2.75M as of Q2 2026.
  • Mount Yale Investment Advisors bought 4,922 SouthState Bank Corp shares in Q2 2026, an estimated $474K.
  • SouthState Bank Corp made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #343 holding.
  • Mount Yale Investment Advisors first reported a position in SouthState Bank Corp in Q1 2023 and has held it in 14 quarters since.
  • 558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.