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Richard Young Associates’s SouthState Bank Corp SSB Stock Holding History

Richard Young Associates’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 		$430K Hold
4,304
– – 0.29% 16
2026
Q1 		$398K Sell
4,304
-300
-7% -$29.4K 0.3% 16
2025
Q4 		$433K Buy
+4,604
New +$426K 0.34% 14

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 $3.37T AUM 44.26% 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

Richard Young Associates's SSB Position: Q2 2026 in Review

Richard Young Associates held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 4,304 shares worth $430K. The position accounts for 0.29% of the portfolio, ranked #16.

Richard Young Associates first reported a position in SSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $433K in Q4 2025. 555 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Richard Young Associates held 4,304 shares of SouthState Bank Corp worth $430K as of Q2 2026.
  • Richard Young Associates left its SouthState Bank Corp share count unchanged in Q2 2026.
  • SouthState Bank Corp made up 0.29% of Richard Young Associates's portfolio in Q2 2026, its #16 holding.
  • Richard Young Associates first reported a position in SouthState Bank Corp in Q4 2025 and has held it in 3 quarters since.
  • Richard Young Associates's SouthState Bank Corp position peaked at $433K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Richard Young Associates's 13F filing for Q2 2026, filed 27 Jul 2026.