Oakworth Capital’s SouthState Bank Corp SSB Stock Holding History

Oakworth Capital’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	$188K	Sell	1,855 -267	-13%	-$25.7K	0.01%	269
2026 Q1	$196K	Hold	2,122	–	–	0.01%	245
2025 Q4	$200K	Buy	2,122 +1,744	+461%	+$162K	0.01%	247
2025 Q3	$37.4K	Hold	378	–	–	﹤0.01%	476
2025 Q2	$34.8K	Hold	378	–	–	﹤0.01%	386
2025 Q1	$35.1K	Hold	378	–	–	﹤0.01%	399
2024 Q4	$37.6K	Hold	378	–	–	﹤0.01%	391
2024 Q3	$36.7K	Hold	378	–	–	﹤0.01%	393
2024 Q2	$28.9K	Hold	378	–	–	﹤0.01%	409
2024 Q1	$32.1K	Hold	378	–	–	﹤0.01%	373
2023 Q4	$31.9K	Hold	378	–	–	﹤0.01%	370
2023 Q3	$25.5K	Hold	378	–	–	﹤0.01%	368
2023 Q2	$24.9K	Buy	+378	New	+$25.2K	﹤0.01%	367
2021 Q1	–	Sell	-182	Closed	-$13K	–	608
2020 Q4	$13K	Hold	182	–	–	﹤0.01%	408
2020 Q3	$9K	Hold	182	–	–	﹤0.01%	439
2020 Q2	$9K	Buy	+182	New	+$9.5K	﹤0.01%	416

Other funds holding SSB

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Oakworth Capital's SSB Position: Q2 2026 in Review

Oakworth Capital reduced its SouthState Bank Corp (SSB) stake by 13% in Q2 2026, selling an estimated $25.7K and leaving 1,855 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #269.

Oakworth Capital first reported a position in SSB in Q2 2020 and has held it in 16 quarters since. The position peaked at $200K in Q4 2025. 170 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Oakworth Capital held 1,855 shares of SouthState Bank Corp worth $188K as of Q2 2026.
Oakworth Capital sold 267 SouthState Bank Corp shares in Q2 2026, an estimated $25.7K.
SouthState Bank Corp made up 0.01% of Oakworth Capital's portfolio in Q2 2026, its #269 holding.
Oakworth Capital first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 16 quarters since.
Oakworth Capital's SouthState Bank Corp position peaked at $200K in Q4 2025.
170 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.