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Sagewood Asset Management’s SouthState Bank Corp SSB Stock Holding History

Sagewood Asset 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 		$373K Buy
+3,738
New +$360K 0.08% 246
2026
Q1 		– Sell
-2,156
Closed -$203K – 375
2025
Q4 		$203K Buy
+2,156
New +$200K 0.07% 243

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 $3.38T AUM 44.17% 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

Sagewood Asset Management's SSB Position: Q2 2026 in Review

Sagewood Asset Management opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 3,738 shares worth $373K. The stake represents 0.08% of the portfolio and ranks #246 among its holdings. This is a return to the name: Sagewood Asset Management previously reported a position in SSB as recently as Q4 2025.

Sagewood Asset Management first reported a position in SSB in Q4 2025 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Sagewood Asset Management held 3,738 shares of SouthState Bank Corp worth $373K as of Q2 2026.
  • SouthState Bank Corp was a new Sagewood Asset Management position in Q2 2026.
  • SouthState Bank Corp made up 0.08% of Sagewood Asset Management's portfolio in Q2 2026, its #246 holding.
  • Sagewood Asset Management first reported a position in SouthState Bank Corp in Q4 2025 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.