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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ProVise Management Group's SSB Position: Q1 2026 in Review

ProVise Management Group reduced its SouthState Bank Corp (SSB) stake by 12% in Q1 2026, selling an estimated $69.4K and leaving 5,146 shares worth $476K. The position accounts for 0.03% of the portfolio, ranked #173.

ProVise Management Group first reported a position in SSB in Q2 2020 and has held it in 24 quarters since. The position peaked at $581K in Q4 2024. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • ProVise Management Group held 5,146 shares of SouthState Bank Corp worth $476K as of Q1 2026.
  • ProVise Management Group sold 708 SouthState Bank Corp shares in Q1 2026, an estimated $69.4K.
  • SouthState Bank Corp made up 0.03% of ProVise Management Group's portfolio in Q1 2026, its #173 holding.
  • ProVise Management Group first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 24 quarters since.
  • ProVise Management Group's SouthState Bank Corp position peaked at $581K in Q4 2024.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.