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

Segment 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 		$323K Hold
3,229
– – 0.02% 264
2026
Q1 		$299K Hold
3,229
– – 0.02% 264
2025
Q4 		$304K Buy
3,229
+22
+0.7% +$2.04K 0.02% 263
2025
Q3 		$317K Buy
3,207
+20
+0.6% +$1.96K 0.02% 242
2025
Q2 		$293K Buy
3,187
+19
+0.6% +$1.67K 0.02% 246
2025
Q1 		$294K Buy
+3,168
New +$312K 0.02% 240

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

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

Segment Wealth Management held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 3,229 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #264.

Segment Wealth Management first reported a position in SSB in Q1 2025 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Segment Wealth Management held 3,229 shares of SouthState Bank Corp worth $323K as of Q2 2026.
  • Segment Wealth Management left its SouthState Bank Corp share count unchanged in Q2 2026.
  • SouthState Bank Corp made up 0.02% of Segment Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Segment Wealth Management first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 6 quarters since.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.