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Planning Strategies’s SouthState Bank Corp SSB Stock Holding History

Planning Strategies’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 		$799 Buy
+8
New +$771 ﹤0.01% 785

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Planning Strategies's SSB Position: Q2 2026 in Review

Planning Strategies opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 8 shares worth $799. The stake represents ﹤0.01% of the portfolio and ranks #785 among its holdings.

524 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Planning Strategies held 8 shares of SouthState Bank Corp worth $799 as of Q2 2026.
  • SouthState Bank Corp was a new Planning Strategies position in Q2 2026.
  • SouthState Bank Corp made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #785 holding.
  • 524 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.