SFMG Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

SFMG Wealth 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	$990K	Buy	9,910 +15	+0.2%	+$1.45K	0.06%	128
2026 Q1	$916K	Buy	9,895 +12	+0.1%	+$1.18K	0.06%	120
2025 Q4	$930K	Buy	9,883 +15	+0.2%	+$1.39K	0.06%	112
2025 Q3	$976K	Buy	9,868 +13	+0.1%	+$1.28K	0.07%	110
2025 Q2	$907K	Buy	9,855 +13	+0.1%	+$1.14K	0.07%	112
2025 Q1	$914K	Buy	9,842 +2,142	+28%	+$211K	0.07%	106
2024 Q4	$766K	Hold	7,700	–	–	0.06%	115
2024 Q3	$748K	Hold	7,700	–	–	0.06%	110
2024 Q2	$588K	Hold	7,700	–	–	0.05%	121
2024 Q1	$655K	Hold	7,700	–	–	0.06%	115
2023 Q4	$650K	Hold	7,700	–	–	0.06%	111
2023 Q3	$519K	Hold	7,700	–	–	0.05%	123
2023 Q2	$507K	Hold	7,700	–	–	0.05%	125
2023 Q1	$549K	Hold	7,700	–	–	0.06%	125
2022 Q4	$588K	Hold	7,700	–	–	0.07%	120
2022 Q3	$635K	Hold	7,700	–	–	0.07%	108
2022 Q2	$594K	Hold	7,700	–	–	0.07%	113
2022 Q1	$628K	Hold	7,700	–	–	0.06%	124
2021 Q4	$617K	Hold	7,700	–	–	0.06%	134
2021 Q3	$575K	Buy	7,700 +200	+3%	+$14.2K	0.06%	131
2021 Q2	$613K	Hold	7,500	–	–	0.07%	125
2021 Q1	$589K	Hold	7,500	–	–	0.07%	122
2020 Q4	$542K	Hold	7,500	–	–	0.07%	120
2020 Q3	$361K	Buy	7,500 +73	+1%	+$3.77K	0.05%	126
2020 Q2	$354K	Buy	+7,427	New	+$388K	0.05%	111

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

SFMG Wealth Advisors's SSB Position: Q2 2026 in Review

SFMG Wealth Advisors increased its SouthState Bank Corp (SSB) stake by 0.15% in Q2 2026, buying an estimated $1.45K and bringing the position to 9,910 shares worth $990K. The position accounts for 0.06% of the portfolio, ranked #128.

SFMG Wealth Advisors first reported a position in SSB in Q2 2020 and has held it in 25 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

SFMG Wealth Advisors held 9,910 shares of SouthState Bank Corp worth $990K as of Q2 2026.
SFMG Wealth Advisors bought 15 SouthState Bank Corp shares in Q2 2026, an estimated $1.45K.
SouthState Bank Corp made up 0.06% of SFMG Wealth Advisors's portfolio in Q2 2026, its #128 holding.
SFMG Wealth Advisors first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 25 quarters since.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.