Plante Moran Financial Advisors’s SouthState Bank Corp SSB Stock Holding History

Plante Moran Financial 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
2026 Q2	$200	Buy	+2	New	+$193	﹤0.01%	1461
2021 Q2	–	Sell	-18	Closed	-$1K	–	1079
2021 Q1	$1K	Buy	+18	New	+$1.45K	﹤0.01%	977
2020 Q2	–	Sell	-26	Closed	-$2K	–	840
2020 Q1	$2K	Hold	26	–	–	﹤0.01%	658
2019 Q4	$2K	Hold	26	–	–	﹤0.01%	700
2019 Q3	$2K	Hold	26	–	–	﹤0.01%	790
2019 Q2	$2K	Hold	26	–	–	﹤0.01%	736
2019 Q1	$2K	Hold	26	–	–	﹤0.01%	722
2018 Q4	$2K	Hold	26	–	–	﹤0.01%	745
2018 Q3	$2K	Hold	26	–	–	﹤0.01%	709
2018 Q2	$2K	Hold	26	–	–	﹤0.01%	740
2018 Q1	$2K	Buy	+26	New	+$2.3K	﹤0.01%	865

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's SSB Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 2 shares worth $200. The stake represents ﹤0.01% of the portfolio and ranks #1461 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SSB as recently as Q1 2021.

Plante Moran Financial Advisors first reported a position in SSB in Q1 2018 and has held it in 11 quarters since. The position peaked at $2K in Q1 2020. 559 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Plante Moran Financial Advisors held 2 shares of SouthState Bank Corp worth $200 as of Q2 2026.
SouthState Bank Corp was a new Plante Moran Financial Advisors position in Q2 2026.
SouthState Bank Corp made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1461 holding.
Plante Moran Financial Advisors first reported a position in SouthState Bank Corp in Q1 2018 and has held it in 11 quarters since.
Plante Moran Financial Advisors's SouthState Bank Corp position peaked at $2K in Q1 2020.
559 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.