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NewEdge Advisors’s SouthState Bank Corp SSB Stock Holding History

NewEdge 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 		$265K Sell
2,868
-1,786
-38% -$175K ﹤0.01% 2426
2025
Q4 		$438K Sell
4,654
-191
-4% -$17.7K ﹤0.01% 2070
2025
Q3 		$479K Buy
4,845
+619
+15% +$60.8K ﹤0.01% 1848
2025
Q2 		$389K Buy
4,226
+2,234
+112% +$196K ﹤0.01% 1848
2025
Q1 		$185K Sell
1,992
-2,080
-51% -$205K ﹤0.01% 2122
2024
Q4 		$405K Buy
4,072
+2,080
+104% +$214K ﹤0.01% 1682
2024
Q3 		$194K Hold
1,992
– – ﹤0.01% 2007
2024
Q2 		$152K Sell
1,992
-2,772
-58% -$215K ﹤0.01% 1991
2024
Q1 		$405K Buy
4,764
+285
+6% +$23.5K ﹤0.01% 1469
2023
Q4 		$372K Buy
+4,479
New +$331K ﹤0.01% 1450
2023
Q1 		– Sell
-811
Closed -$60.5K – 4068
2022
Q4 		$60.5K Sell
811
-7,856
-91% -$659K ﹤0.01% 1644
2022
Q3 		$686K Buy
+8,667
New +$697K 0.01% 809

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

NewEdge Advisors's SSB Position: Q1 2026 in Review

NewEdge Advisors reduced its SouthState Bank Corp (SSB) stake by 38% in Q1 2026, selling an estimated $175K and leaving 2,868 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

NewEdge Advisors first reported a position in SSB in Q3 2022 and has held it in 12 quarters since. The position peaked at $686K in Q3 2022. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • NewEdge Advisors held 2,868 shares of SouthState Bank Corp worth $265K as of Q1 2026.
  • NewEdge Advisors sold 1,786 SouthState Bank Corp shares in Q1 2026, an estimated $175K.
  • SouthState Bank Corp made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2426 holding.
  • NewEdge Advisors first reported a position in SouthState Bank Corp in Q3 2022 and has held it in 12 quarters since.
  • NewEdge Advisors's SouthState Bank Corp position peaked at $686K in Q3 2022.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.