MV Capital Management’s SouthState Bank Corp SSB Stock Holding History

MV Capital 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	$300	Sell	3 -3	-50%	-$289	﹤0.01%	1099
2026 Q1	$556	Buy	+6	New	+$588	﹤0.01%	955
2019 Q1	–	Sell	-1,500	Closed	-$90K	–	365
2018 Q4	$90K	Hold	1,500	–	–	0.03%	131
2018 Q3	$123K	Hold	1,500	–	–	0.03%	121
2018 Q2	$129K	Sell	1,500 -1,580	-51%	-$140K	0.03%	118
2018 Q1	$263K	Hold	3,080	–	–	0.07%	77
2017 Q4	$268K	Buy	+3,080	New	+$276K	0.07%	77

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

MV Capital Management's SSB Position: Q2 2026 in Review

MV Capital Management reduced its SouthState Bank Corp (SSB) stake by 50% in Q2 2026, selling an estimated $289 and leaving 3 shares worth $300. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

MV Capital Management first reported a position in SSB in Q4 2017 and has held it in 7 quarters since. The position peaked at $268K in Q4 2017. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

MV Capital Management held 3 shares of SouthState Bank Corp worth $300 as of Q2 2026.
MV Capital Management sold 3 SouthState Bank Corp shares in Q2 2026, an estimated $289.
SouthState Bank Corp made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #1099 holding.
MV Capital Management first reported a position in SouthState Bank Corp in Q4 2017 and has held it in 7 quarters since.
MV Capital Management's SouthState Bank Corp position peaked at $268K in Q4 2017.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.