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 Q2	$688K	Sell	6,883 -36	-0.5%	-$3.47K	0.41%	81
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 $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

Nicholson Wealth Management Group's SSB Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its SouthState Bank Corp (SSB) stake by 0.52% in Q2 2026, selling an estimated $3.47K and leaving 6,883 shares worth $688K. The position accounts for 0.41% of the portfolio, ranked #81.

Nicholson Wealth Management Group first reported a position in SSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $708K in Q4 2024. 557 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Nicholson Wealth Management Group held 6,883 shares of SouthState Bank Corp worth $688K as of Q2 2026.
Nicholson Wealth Management Group sold 36 SouthState Bank Corp shares in Q2 2026, an estimated $3.47K.
SouthState Bank Corp made up 0.41% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #81 holding.
Nicholson Wealth Management Group first reported a position in SouthState Bank Corp in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's SouthState Bank Corp position peaked at $708K in Q4 2024.
557 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.