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Pinnacle Wealth Planning Services’s SouthState Bank Corp SSB Stock Holding History

Pinnacle Wealth Planning Services’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 		$18.3K Sell
183
-406
-69% -$39.1K ﹤0.01% 1822
2026
Q1 		$54.5K Buy
589
+62
+12% +$6.08K 0.01% 1151
2025
Q4 		$49.6K Buy
+527
New +$48.8K 0.01% 1205

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's SSB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its SouthState Bank Corp (SSB) stake by 69% in Q2 2026, selling an estimated $39.1K and leaving 183 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Pinnacle Wealth Planning Services first reported a position in SSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $54.5K in Q1 2026. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 183 shares of SouthState Bank Corp worth $18.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 406 SouthState Bank Corp shares in Q2 2026, an estimated $39.1K.
  • SouthState Bank Corp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1822 holding.
  • Pinnacle Wealth Planning Services first reported a position in SouthState Bank Corp in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's SouthState Bank Corp position peaked at $54.5K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.