Principia Wealth Advisory’s SouthState Bank Corp SSB Stock Holding History

Principia Wealth Advisory’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 +1	+14%	+$96	﹤0.01%	810
2026 Q1	$648	Buy	7 +3	+75%	+$294	﹤0.01%	809
2025 Q4	$376	Buy	4 +1	+33%	+$93	﹤0.01%	861
2025 Q3	$297	Hold	3	–	–	﹤0.01%	858
2025 Q2	$276	Sell	3 -1	-25%	-$88	﹤0.01%	859
2025 Q1	$349	Buy	+4	New	+$394	﹤0.01%	661

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 $3.37T AUM 44.26% 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

Principia Wealth Advisory's SSB Position: Q2 2026 in Review

Principia Wealth Advisory increased its SouthState Bank Corp (SSB) stake by 14% in Q2 2026, buying an estimated $96 and bringing the position to 8 shares worth $799. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Principia Wealth Advisory first reported a position in SSB in Q1 2025 and has held it in 6 quarters since. 556 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Principia Wealth Advisory held 8 shares of SouthState Bank Corp worth $799 as of Q2 2026.
Principia Wealth Advisory bought 1 SouthState Bank Corp share in Q2 2026, an estimated $96.
SouthState Bank Corp made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #810 holding.
Principia Wealth Advisory first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 6 quarters since.
556 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.