Newbridge Financial Services Group’s SouthState Bank Corp SSB Stock Holding History

Newbridge Financial Services Group’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	$14K	Hold	141	–	–	﹤0.01%	790
2026 Q1	$13K	Hold	141	–	–	﹤0.01%	743
2025 Q4	$13.2K	Hold	141	–	–	﹤0.01%	738
2025 Q3	$13.9K	Buy	141 +1	+0.7%	+$98	﹤0.01%	833
2025 Q2	$12.9K	Buy	140 +116	+483%	+$10.2K	﹤0.01%	825
2025 Q1	$2.25K	Hold	24	–	–	﹤0.01%	879
2024 Q4	$2.41K	Buy	+24	New	+$2.47K	﹤0.01%	949
2024 Q3	–	Sell	-24	Closed	-$1.85K	–	1051
2024 Q2	$1.85K	Hold	24	–	–	﹤0.01%	957
2024 Q1	$2.06K	Hold	24	–	–	﹤0.01%	991
2023 Q4	$2.04K	Hold	24	–	–	﹤0.01%	964
2023 Q3	$1.63K	Hold	24	–	–	﹤0.01%	1109
2023 Q2	$1.59K	Buy	+24	New	+$1.6K	﹤0.01%	1165

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

Newbridge Financial Services Group's SSB Position: Q2 2026 in Review

Newbridge Financial Services Group held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 141 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Newbridge Financial Services Group first reported a position in SSB in Q2 2023 and has held it in 12 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Newbridge Financial Services Group held 141 shares of SouthState Bank Corp worth $14K as of Q2 2026.
Newbridge Financial Services Group left its SouthState Bank Corp share count unchanged in Q2 2026.
SouthState Bank Corp made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #790 holding.
Newbridge Financial Services Group first reported a position in SouthState Bank Corp in Q2 2023 and has held it in 12 quarters since.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.