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New York Life Investment Management’s SouthState Bank Corp SSB Stock Holding History

New York Life Investment 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 		– Sell
-11,865
Closed -$1.1M – 824
2026
Q1 		$1.1M Buy
11,865
+3,008
+34% +$295K 0.01% 651
2025
Q4 		$834K Buy
+8,857
New +$820K 0.01% 644

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

New York Life Investment Management's SSB Position: Q2 2026 in Review

New York Life Investment Management sold out of SouthState Bank Corp (SSB) in Q2 2026, closing a stake of 11,865 shares — an estimated $1.1M sold.

New York Life Investment Management first reported a position in SSB in Q4 2025 and held it in 2 quarters. The position peaked at $1.1M in Q1 2026. 371 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • New York Life Investment Management reported no remaining SouthState Bank Corp position as of Q2 2026 after selling out during the quarter.
  • New York Life Investment Management sold 11,865 SouthState Bank Corp shares in Q2 2026, an estimated $1.1M.
  • New York Life Investment Management first reported a position in SouthState Bank Corp in Q4 2025 and held it in 2 quarters.
  • New York Life Investment Management's SouthState Bank Corp position peaked at $1.1M in Q1 2026.
  • 371 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.