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Ritholtz Wealth Management’s SouthState Bank Corp SSB Stock Holding History

Ritholtz Wealth 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
2026
Q2 		$432K Buy
4,323
+622
+17% +$59.9K 0.01% 910
2026
Q1 		$342K Buy
+3,701
New +$363K 0.01% 922
2025
Q4 		– Sell
-2,877
Closed -$284K – 1172
2025
Q3 		$284K Buy
+2,877
New +$282K 0.01% 853

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

Ritholtz Wealth Management's SSB Position: Q2 2026 in Review

Ritholtz Wealth Management increased its SouthState Bank Corp (SSB) stake by 17% in Q2 2026, buying an estimated $59.9K and bringing the position to 4,323 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #910.

Ritholtz Wealth Management first reported a position in SSB in Q3 2025 and has held it in 3 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Ritholtz Wealth Management held 4,323 shares of SouthState Bank Corp worth $432K as of Q2 2026.
  • Ritholtz Wealth Management bought 622 SouthState Bank Corp shares in Q2 2026, an estimated $59.9K.
  • SouthState Bank Corp made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #910 holding.
  • Ritholtz Wealth Management first reported a position in SouthState Bank Corp in Q3 2025 and has held it in 3 quarters since.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.