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Perigon Wealth Management’s SouthState Bank Corp SSB Stock Holding History

Perigon Wealth 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
Q1 		– Sell
-2,228
Closed -$210K – 1405
2025
Q4 		$210K Sell
2,228
-866
-28% -$80.2K ﹤0.01% 1228
2025
Q3 		$306K Buy
+3,094
New +$304K 0.01% 950
2025
Q2 		– Sell
-2,304
Closed -$214K – 1106
2025
Q1 		$214K Sell
2,304
-59
-2% -$5.81K 0.01% 941
2024
Q4 		$233K Buy
+2,363
New +$244K 0.01% 909

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Perigon Wealth Management's SSB Position: Q1 2026 in Review

Perigon Wealth Management sold out of SouthState Bank Corp (SSB) in Q1 2026, closing a stake of 2,228 shares — an estimated $210K sold.

Perigon Wealth Management first reported a position in SSB in Q4 2024 and held it in 4 quarters. The position peaked at $306K in Q3 2025. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Perigon Wealth Management reported no remaining SouthState Bank Corp position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 2,228 SouthState Bank Corp shares in Q1 2026, an estimated $210K.
  • Perigon Wealth Management first reported a position in SouthState Bank Corp in Q4 2024 and held it in 4 quarters.
  • Perigon Wealth Management's SouthState Bank Corp position peaked at $306K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.