PMG
SSB icon

ProVise Management Group’s SouthState Bank Corp SSB Stock Holding History

ProVise 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 		$514K Hold
5,146
– – 0.03% 179
2026
Q1 		$476K Sell
5,146
-708
-12% -$69.4K 0.03% 173
2025
Q4 		$551K Buy
5,854
+5
+0.1% +$463 0.04% 168
2025
Q3 		$578K Buy
5,849
+4
+0.1% +$393 0.04% 163
2025
Q2 		$538K Buy
5,845
+4
+0.1% +$351 0.04% 163
2025
Q1 		$542K Buy
5,841
+4
+0.1% +$394 0.05% 161
2024
Q4 		$581K Buy
5,837
+3
+0.1% +$309 0.05% 160
2024
Q3 		$567K Buy
5,834
+4
+0.1% +$366 0.04% 179
2024
Q2 		$445K Buy
5,830
+5
+0.1% +$387 0.04% 193
2024
Q1 		$495K Buy
5,825
+4
+0.1% +$329 0.04% 186
2023
Q4 		$492K Buy
5,821
+5
+0.1% +$369 0.04% 225
2023
Q3 		$392K Buy
5,816
+4
+0.1% +$288 0.04% 246
2023
Q2 		$382K Buy
5,812
+6
+0.1% +$400 0.03% 256
2023
Q1 		$414K Buy
5,806
+4
+0.1% +$311 0.04% 251
2022
Q4 		$443K Buy
5,802
+4
+0.1% +$336 0.04% 217
2022
Q3 		$459K Buy
5,798
+3
+0.1% +$241 0.05% 208
2022
Q2 		$447K Buy
5,795
+5
+0.1% +$390 0.05% 215
2022
Q1 		$472K Buy
5,790
+3
+0.1% +$259 0.04% 232
2021
Q4 		$464K Buy
5,787
+4
+0.1% +$318 0.04% 247
2021
Q3 		$432K Buy
5,783
+4
+0.1% +$285 0.04% 242
2021
Q2 		$472K Buy
5,779
+4
+0.1% +$340 0.05% 235
2021
Q1 		$453K Sell
5,775
-81
-1% -$6.51K 0.05% 228
2020
Q4 		$423K Sell
5,856
-49
-0.8% -$3.22K 0.05% 223
2020
Q3 		$284K Buy
5,905
+5
+0.1% +$258 0.04% 241
2020
Q2 		$281K Buy
+5,900
New +$308K 0.04% 233

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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProVise Management Group's SSB Position: Q2 2026 in Review

ProVise Management Group held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 5,146 shares worth $514K. The position accounts for 0.03% of the portfolio, ranked #179.

ProVise Management Group first reported a position in SSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $581K in Q4 2024. 559 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • ProVise Management Group held 5,146 shares of SouthState Bank Corp worth $514K as of Q2 2026.
  • ProVise Management Group left its SouthState Bank Corp share count unchanged in Q2 2026.
  • SouthState Bank Corp made up 0.03% of ProVise Management Group's portfolio in Q2 2026, its #179 holding.
  • ProVise Management Group first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 25 quarters since.
  • ProVise Management Group's SouthState Bank Corp position peaked at $581K in Q4 2024.
  • 559 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.