O'Shaughnessy Asset Management’s SouthState Bank Corp SSB Stock Holding History

O'Shaughnessy Asset Management’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	$1.58M	Buy	15,829 +10,250	+184%	+$988K	0.01%	1032
2026 Q1	$516K	Buy	5,579 +536	+11%	+$52.6K	﹤0.01%	1524
2025 Q4	$475K	Sell	5,043 -3,452	-41%	-$320K	﹤0.01%	1527
2025 Q3	$840K	Buy	8,495 +3,616	+74%	+$355K	﹤0.01%	1207
2025 Q2	$449K	Buy	4,879 +1,267	+35%	+$111K	﹤0.01%	1437
2025 Q1	$335K	Buy	3,612 +566	+19%	+$55.7K	﹤0.01%	1523
2024 Q4	$303K	Sell	3,046 -510	-14%	-$52.6K	﹤0.01%	1523
2024 Q3	$357K	Sell	3,556 -456	-11%	-$41.7K	﹤0.01%	1389
2024 Q2	$307K	Buy	+4,012	New	+$311K	﹤0.01%	1355
2021 Q4	–	Sell	-194	Closed	-$14K	–	2326
2021 Q3	$14K	Buy	194 +180	+1,286%	+$12.8K	﹤0.01%	2071
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	2493
2021 Q1	$1K	Buy	+14	New	+$1.13K	﹤0.01%	2272
2020 Q1	–	Sell	-83	Closed	-$7K	–	1766
2019 Q4	$7K	Buy	+83	New	+$6.74K	﹤0.01%	1388
2013 Q4	–	Sell	-9,882	Closed	-$544K	–	1029
2013 Q3	$544K	Buy	+9,882	New	+$541K	0.01%	394

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

O'Shaughnessy Asset Management's SSB Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its SouthState Bank Corp (SSB) stake by 184% in Q2 2026, buying an estimated $988K and bringing the position to 15,829 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #1032.

O'Shaughnessy Asset Management first reported a position in SSB in Q3 2013 and has held it in 14 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

O'Shaughnessy Asset Management held 15,829 shares of SouthState Bank Corp worth $1.58M as of Q2 2026.
O'Shaughnessy Asset Management bought 10,250 SouthState Bank Corp shares in Q2 2026, an estimated $988K.
SouthState Bank Corp made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1032 holding.
O'Shaughnessy Asset Management first reported a position in SouthState Bank Corp in Q3 2013 and has held it in 14 quarters since.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.