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 Q3	$685K	Hold	6,883	–	–	0.41%	83
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Nicholson Wealth Management Group's SSB Position: Q3 2026 in Review

Nicholson Wealth Management Group held its SouthState Bank Corp (SSB) position steady in Q3 2026 at 6,883 shares worth $685K. The position accounts for 0.41% of the portfolio, ranked #83.

Nicholson Wealth Management Group first reported a position in SSB in Q3 2024 and has held it in 9 quarters since. The position peaked at $708K in Q4 2024. 350 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

Nicholson Wealth Management Group held 6,883 shares of SouthState Bank Corp worth $685K as of Q3 2026.
Nicholson Wealth Management Group left its SouthState Bank Corp share count unchanged in Q3 2026.
SouthState Bank Corp made up 0.41% of Nicholson Wealth Management Group's portfolio in Q3 2026, its #83 holding.
Nicholson Wealth Management Group first reported a position in SouthState Bank Corp in Q3 2024 and has held it in 9 quarters since.
Nicholson Wealth Management Group's SouthState Bank Corp position peaked at $708K in Q4 2024.
350 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.