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

Private Wealth Management Group’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	$2.3K	Hold	23	–	–	﹤0.01%	1113
2026 Q1	$2.13K	Sell	23 -17	-43%	-$1.67K	﹤0.01%	1070
2025 Q4	$3.77K	Hold	40	–	–	﹤0.01%	886
2025 Q3	$3.96K	Hold	40	–	–	﹤0.01%	885
2025 Q2	$3.68K	Hold	40	–	–	﹤0.01%	876
2025 Q1	$3.71K	Buy	40 +23	+135%	+$2.26K	﹤0.01%	842
2024 Q4	$1.69K	Hold	17	–	–	﹤0.01%	1144
2024 Q3	$1.65K	Hold	17	–	–	﹤0.01%	1139
2024 Q2	$1.3K	Buy	+17	New	+$1.32K	﹤0.01%	1203

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

Private Wealth Management Group's SSB Position: Q2 2026 in Review

Private Wealth Management Group held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 23 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Private Wealth Management Group first reported a position in SSB in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.96K in Q3 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Private Wealth Management Group held 23 shares of SouthState Bank Corp worth $2.3K as of Q2 2026.
Private Wealth Management Group left its SouthState Bank Corp share count unchanged in Q2 2026.
SouthState Bank Corp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1113 holding.
Private Wealth Management Group first reported a position in SouthState Bank Corp in Q2 2024 and has held it in 9 quarters since.
Private Wealth Management Group's SouthState Bank Corp position peaked at $3.96K in Q3 2025.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.