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Root Financial Partners’s SouthState Bank Corp SSB Stock Holding History

Root Financial Partners’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 		– Sell
-420
Closed -$38.9K – 2807
2026
Q1 		$38.9K Buy
420
+210
+100% +$20.6K ﹤0.01% 990
2025
Q4 		$19.8K Buy
210
+30
+17% +$2.78K ﹤0.01% 1195
2025
Q3 		$17.8K Buy
+180
New +$17.7K ﹤0.01% 1176

Other funds holding SSB

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Root Financial Partners's SSB Position: Q2 2026 in Review

Root Financial Partners sold out of SouthState Bank Corp (SSB) in Q2 2026, closing a stake of 420 shares — an estimated $38.9K sold.

Root Financial Partners first reported a position in SSB in Q3 2025 and held it in 3 quarters. The position peaked at $38.9K in Q1 2026. 155 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Root Financial Partners reported no remaining SouthState Bank Corp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 420 SouthState Bank Corp shares in Q2 2026, an estimated $38.9K.
  • Root Financial Partners first reported a position in SouthState Bank Corp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's SouthState Bank Corp position peaked at $38.9K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.