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NewEdge Wealth’s SouthState Bank Corp SSB Stock Holding History

NewEdge Wealth’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 		$362K Buy
+3,619
New +$349K ﹤0.01% 969

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Wealth's SSB Position: Q2 2026 in Review

NewEdge Wealth opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 3,619 shares worth $362K. The stake represents ﹤0.01% of the portfolio and ranks #969 among its holdings.

555 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • NewEdge Wealth held 3,619 shares of SouthState Bank Corp worth $362K as of Q2 2026.
  • SouthState Bank Corp was a new NewEdge Wealth position in Q2 2026.
  • SouthState Bank Corp made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #969 holding.
  • 555 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.