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Private Wealth Asset Management’s SouthState Bank Corp SSB Stock Holding History

Private Wealth Asset Management’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
Q2 		– Sell
-15
Closed -$1.39K – 1225
2025
Q1 		$1.39K Buy
+15
New +$1.48K ﹤0.01% 832

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Private Wealth Asset Management's SSB Position: Q2 2025 in Review

Private Wealth Asset Management sold out of SouthState Bank Corp (SSB) in Q2 2025, closing a stake of 15 shares — an estimated $1.39K sold.

Private Wealth Asset Management first reported a position in SSB in Q1 2025 and held it in 1 quarter. The position peaked at $1.39K in Q1 2025. 485 funds tracked by Wall St. Rank hold SSB as of Q2 2025.

  • Private Wealth Asset Management reported no remaining SouthState Bank Corp position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 15 SouthState Bank Corp shares in Q2 2025, an estimated $1.39K.
  • Private Wealth Asset Management first reported a position in SouthState Bank Corp in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's SouthState Bank Corp position peaked at $1.39K in Q1 2025.
  • 485 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.