Root Financial Partners
SSB icon

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
Q3 		$70.7K Buy
+710
New +$74.4K ﹤0.01% 908
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Root Financial Partners's SSB Position: Q3 2026 in Review

Root Financial Partners opened a new position in SouthState Bank Corp (SSB) in Q3 2026: 710 shares worth $70.7K. The stake represents ﹤0.01% of the portfolio and ranks #908 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SSB as recently as Q1 2026.

Root Financial Partners first reported a position in SSB in Q3 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

  • Root Financial Partners held 710 shares of SouthState Bank Corp worth $70.7K as of Q3 2026.
  • SouthState Bank Corp was a new Root Financial Partners position in Q3 2026.
  • SouthState Bank Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #908 holding.
  • Root Financial Partners first reported a position in SouthState Bank Corp in Q3 2025 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.