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

SeaCrest 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	$666K	Hold	6,665	–	–	0.07%	234
2026 Q1	$617K	Hold	6,665	–	–	0.07%	276
2025 Q4	$644K	Hold	6,665	–	–	0.07%	262
2025 Q3	$664K	Hold	6,665	–	–	0.07%	256
2025 Q2	$613K	Hold	6,665	–	–	0.07%	268
2025 Q1	$619K	Hold	6,665	–	–	0.07%	273
2024 Q4	$663K	Hold	6,665	–	–	0.07%	270
2024 Q3	$648K	Hold	6,665	–	–	0.07%	286
2024 Q2	$509K	Hold	6,665	–	–	0.06%	310
2024 Q1	$567K	Hold	6,665	–	–	0.07%	287
2023 Q4	$551K	Sell	6,665 -14	-0.2%	-$1.03K	0.07%	283
2023 Q3	$450K	Buy	6,679 +22	+0.3%	+$1.59K	0.06%	328
2023 Q2	$438K	Hold	6,657	–	–	0.06%	356
2023 Q1	$474K	Sell	6,657 -16	-0.2%	-$1.25K	0.06%	337
2022 Q4	$510K	Buy	+6,673	New	+$560K	0.07%	314
2019 Q2	–	Sell	-77	Closed	-$5K	–	1663
2019 Q1	$5K	Hold	77	–	–	﹤0.01%	1734
2018 Q4	$5K	Hold	77	–	–	﹤0.01%	1714
2018 Q3	$6K	Hold	77	–	–	﹤0.01%	1816
2018 Q2	$7K	Hold	77	–	–	﹤0.01%	1728
2018 Q1	$7K	Hold	77	–	–	﹤0.01%	1707
2017 Q4	$7K	Buy	+77	New	+$6.91K	﹤0.01%	1725

Other funds holding SSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SeaCrest Wealth Management held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 6,665 shares worth $666K. The position accounts for 0.07% of the portfolio, ranked #234.

SeaCrest Wealth Management first reported a position in SSB in Q4 2017 and has held it in 21 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

SeaCrest Wealth Management held 6,665 shares of SouthState Bank Corp worth $666K as of Q2 2026.
SeaCrest Wealth Management left its SouthState Bank Corp share count unchanged in Q2 2026.
SouthState Bank Corp made up 0.07% of SeaCrest Wealth Management's portfolio in Q2 2026, its #234 holding.
SeaCrest Wealth Management first reported a position in SouthState Bank Corp in Q4 2017 and has held it in 21 quarters since.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.