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Sequoia Financial Advisors’s SouthState Bank Corp SSB Stock Holding History

Sequoia Financial Advisors’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 		$717K Buy
7,180
+444
+7% +$42.8K ﹤0.01% 1099
2026
Q1 		$623K Sell
6,736
-1,386
-17% -$136K ﹤0.01% 1141
2025
Q4 		$764K Buy
8,122
+832
+11% +$77.1K ﹤0.01% 1035
2025
Q3 		$721K Buy
7,290
+256
+4% +$25.1K ﹤0.01% 956
2025
Q2 		$647K Sell
7,034
-1,272
-15% -$112K ﹤0.01% 884
2025
Q1 		$771K Buy
8,306
+5,088
+158% +$501K 0.01% 713
2024
Q4 		$320K Buy
3,218
+3
+0.1% +$309 ﹤0.01% 997
2024
Q3 		$312K Buy
3,215
+71
+2% +$6.5K ﹤0.01% 950
2024
Q2 		$240K Buy
3,144
+16
+0.5% +$1.24K ﹤0.01% 997
2024
Q1 		$266K Buy
+3,128
New +$258K ﹤0.01% 919

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

Sequoia Financial Advisors's SSB Position: Q2 2026 in Review

Sequoia Financial Advisors increased its SouthState Bank Corp (SSB) stake by 6.6% in Q2 2026, buying an estimated $42.8K and bringing the position to 7,180 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Sequoia Financial Advisors first reported a position in SSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $771K in Q1 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Sequoia Financial Advisors held 7,180 shares of SouthState Bank Corp worth $717K as of Q2 2026.
  • Sequoia Financial Advisors bought 444 SouthState Bank Corp shares in Q2 2026, an estimated $42.8K.
  • SouthState Bank Corp made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1099 holding.
  • Sequoia Financial Advisors first reported a position in SouthState Bank Corp in Q1 2024 and has held it in 10 quarters since.
  • Sequoia Financial Advisors's SouthState Bank Corp position peaked at $771K in Q1 2025.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.