Nicholson Wealth Management Group’s SouthState Bank Corp SSB Stock Holding History

Nicholson Wealth Management 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 Q1	$640K	Sell	6,919 -192	-3%	-$18.8K	0.37%	83
2025 Q4	$669K	Hold	7,111	–	–	0.39%	81
2025 Q3	$703K	Sell	7,111 -90	-1%	-$8.84K	0.41%	83
2025 Q2	$663K	Buy	7,201 +125	+2%	+$11K	0.41%	83
2025 Q1	$657K	Sell	7,076 -44	-0.6%	-$4.33K	0.43%	80
2024 Q4	$708K	Sell	7,120 -6	-0.1%	-$618	0.47%	80
2024 Q3	$693K	Buy	+7,126	New	+$652K	0.57%	67

Other funds holding SSB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Nicholson Wealth Management Group's SSB Position: Q1 2026 in Review

Nicholson Wealth Management Group reduced its SouthState Bank Corp (SSB) stake by 2.7% in Q1 2026, selling an estimated $18.8K and leaving 6,919 shares worth $640K. The position accounts for 0.37% of the portfolio, ranked #83.

Nicholson Wealth Management Group first reported a position in SSB in Q3 2024 and has held it in 7 quarters since. The position peaked at $708K in Q4 2024. 512 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

Nicholson Wealth Management Group held 6,919 shares of SouthState Bank Corp worth $640K as of Q1 2026.
Nicholson Wealth Management Group sold 192 SouthState Bank Corp shares in Q1 2026, an estimated $18.8K.
SouthState Bank Corp made up 0.37% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #83 holding.
Nicholson Wealth Management Group first reported a position in SouthState Bank Corp in Q3 2024 and has held it in 7 quarters since.
Nicholson Wealth Management Group's SouthState Bank Corp position peaked at $708K in Q4 2024.
512 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.