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Physician Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

Physician Wealth Advisors’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
2025
Q4 		– Sell
-47
Closed -$4.65K – 2149
2025
Q3 		$4.65K Buy
47
+7
+18% +$687 ﹤0.01% 944
2025
Q2 		$3.68K Buy
+40
New +$3.51K ﹤0.01% 877

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Physician Wealth Advisors's SSB Position: Q4 2025 in Review

Physician Wealth Advisors sold out of SouthState Bank Corp (SSB) in Q4 2025, closing a stake of 47 shares — an estimated $4.65K sold.

Physician Wealth Advisors first reported a position in SSB in Q2 2025 and held it in 2 quarters. The position peaked at $4.65K in Q3 2025. 485 funds tracked by Wall St. Rank hold SSB as of Q4 2025.

  • Physician Wealth Advisors reported no remaining SouthState Bank Corp position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 47 SouthState Bank Corp shares in Q4 2025, an estimated $4.65K.
  • Physician Wealth Advisors first reported a position in SouthState Bank Corp in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's SouthState Bank Corp position peaked at $4.65K in Q3 2025.
  • 485 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.