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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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's SSB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its SouthState Bank Corp (SSB) stake by 2.9% in Q1 2026, buying an estimated $61.9K and bringing the position to 22,650 shares worth $2.1M. The position accounts for 0.05% of the portfolio, ranked #359.

Mount Yale Investment Advisors first reported a position in SSB in Q1 2023 and has held it in 13 quarters since. 512 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Mount Yale Investment Advisors held 22,650 shares of SouthState Bank Corp worth $2.1M as of Q1 2026.
  • Mount Yale Investment Advisors bought 631 SouthState Bank Corp shares in Q1 2026, an estimated $61.9K.
  • SouthState Bank Corp made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #359 holding.
  • Mount Yale Investment Advisors first reported a position in SouthState Bank Corp in Q1 2023 and has held it in 13 quarters since.
  • 512 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.