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SageView Advisory Group’s SouthState Bank Corp SSB Stock Holding History

SageView Advisory 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
Q2 		$356K Sell
3,568
-280
-7% -$27K 0.01% 445
2026
Q1 		$356K Sell
3,848
-24
-0.6% -$2.35K 0.01% 424
2025
Q4 		$364K Sell
3,872
-109
-3% -$10.1K 0.01% 426
2025
Q3 		$394K Buy
3,981
+18
+0.5% +$1.77K 0.01% 432
2025
Q2 		$387K Buy
3,963
+41
+1% +$3.6K 0.01% 431
2025
Q1 		$364K Buy
3,922
+98
+3% +$9.65K 0.02% 416
2024
Q4 		$380K Hold
3,824
– – 0.02% 393
2024
Q3 		$372K Buy
+3,824
New +$350K 0.02% 347
2024
Q2 		– Sell
-10,339
Closed -$598K – 751
2024
Q1 		$598K Buy
+10,339
New +$852K 0.03% 286
2023
Q4 		– Sell
-3,759
Closed -$253K – 702
2023
Q3 		$253K Buy
3,759
+80
+2% +$5.77K 0.01% 459
2023
Q2 		$242K Buy
3,679
+100
+3% +$6.67K 0.01% 492
2023
Q1 		$255K Buy
3,579
+70
+2% +$5.45K 0.02% 416
2022
Q4 		$268K Buy
+3,509
New +$295K 0.02% 347

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

SageView Advisory Group's SSB Position: Q2 2026 in Review

SageView Advisory Group reduced its SouthState Bank Corp (SSB) stake by 7.3% in Q2 2026, selling an estimated $27K and leaving 3,568 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #445.

SageView Advisory Group first reported a position in SSB in Q4 2022 and has held it in 13 quarters since. The position peaked at $598K in Q1 2024. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • SageView Advisory Group held 3,568 shares of SouthState Bank Corp worth $356K as of Q2 2026.
  • SageView Advisory Group sold 280 SouthState Bank Corp shares in Q2 2026, an estimated $27K.
  • SouthState Bank Corp made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #445 holding.
  • SageView Advisory Group first reported a position in SouthState Bank Corp in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's SouthState Bank Corp position peaked at $598K in Q1 2024.
  • 558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.