Sheets Smith Wealth Management’s SouthState Bank Corp SSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $663K | Buy |
6,635
+164
| +3% | +$15.8K | 0.07% | 266 |
|
|
2026
Q1 | $599K | Buy |
6,471
+7
| +0.1% | +$687 | 0.07% | 259 |
|
|
2025
Q4 | $608K | Buy |
6,464
+8
| +0.1% | +$741 | 0.07% | 251 |
|
|
2025
Q3 | $638K | Buy |
6,456
+111
| +2% | +$10.9K | 0.07% | 249 |
|
|
2025
Q2 | $584K | Buy |
6,345
+140
| +2% | +$12.3K | 0.07% | 259 |
|
|
2025
Q1 | $576K | Buy |
6,205
+276
| +5% | +$27.2K | 0.07% | 232 |
|
|
2024
Q4 | $590K | Buy |
5,929
+232
| +4% | +$23.9K | 0.07% | 234 |
|
|
2024
Q3 | $554K | Buy |
5,697
+2
| +0% | +$183 | 0.07% | 236 |
|
|
2024
Q2 | $435K | Buy |
5,695
+2
| +0% | +$155 | 0.05% | 265 |
|
|
2024
Q1 | $484K | Buy |
5,693
+3
| +0.1% | +$247 | 0.05% | 247 |
|
|
2023
Q4 | $481K | Sell |
5,690
-173
| -3% | -$12.8K | 0.07% | 221 |
|
|
2023
Q3 | $395K | Buy |
5,863
+171
| +3% | +$12.3K | 0.06% | 234 |
|
|
2023
Q2 | $375K | Sell |
5,692
-321
| -5% | -$21.4K | 0.05% | 249 |
|
|
2023
Q1 | $428K | Buy |
6,013
+1,269
| +27% | +$98.8K | 0.07% | 217 |
|
|
2022
Q4 | $362K | Buy |
4,744
+2
| +0% | +$168 | 0.06% | 231 |
|
|
2022
Q3 | $375K | Buy |
4,742
+1
| +0% | +$80 | 0.06% | 221 |
|
|
2022
Q2 | $366K | Buy |
4,741
+2
| +0% | +$156 | 0.06% | 224 |
|
|
2022
Q1 | $387K | Buy |
4,739
+1
| +0% | +$86 | 0.05% | 244 |
|
|
2021
Q4 | $380K | Buy |
4,738
+17
| +0.4% | +$1.35K | 0.05% | 271 |
|
|
2021
Q3 | $353K | Hold |
4,721
| – | – | 0.05% | 271 |
|
|
2021
Q2 | $386K | Hold |
4,721
| – | – | 0.05% | 261 |
|
|
2021
Q1 | $371K | Hold |
4,721
| – | – | 0.05% | 249 |
|
|
2020
Q4 | $341K | Buy |
4,721
+110
| +2% | +$7.23K | 0.05% | 260 |
|
|
2020
Q3 | $222K | Buy |
4,611
+10
| +0.2% | +$517 | 0.04% | 272 |
|
|
2020
Q2 | $219K | Hold |
4,601
| – | – | 0.04% | 234 |
|
|
2020
Q1 | $270K | Buy |
4,601
+229
| +5% | +$16.9K | 0.06% | 217 |
|
|
2019
Q4 | $379K | Sell |
4,372
-184
| -4% | -$14.9K | 0.07% | 239 |
|
|
2019
Q3 | $343K | Buy |
4,556
+18
| +0.4% | +$1.36K | 0.07% | 233 |
|
|
2019
Q2 | $334K | Sell |
4,538
-45
| -1% | -$3.23K | 0.07% | 256 |
|
|
2019
Q1 | $313K | Sell |
4,583
-27
| -0.6% | -$1.81K | 0.07% | 267 |
|
|
2018
Q4 | $276K | Sell |
4,610
-149
| -3% | -$10.3K | 0.07% | 238 |
|
|
2018
Q3 | $390K | Buy |
4,759
+56
| +1% | +$4.73K | 0.08% | 253 |
|
|
2018
Q2 | $406K | Buy |
4,703
+499
| +12% | +$44.1K | 0.1% | 219 |
|
|
2018
Q1 | $359K | Buy |
4,204
+50
| +1% | +$4.43K | 0.09% | 232 |
|
|
2017
Q4 | $362K | Hold |
4,154
| – | – | 0.09% | 238 |
|
|
2017
Q3 | $374K | Hold |
4,154
| – | – | 0.09% | 216 |
|
|
2017
Q2 | $356K | Hold |
4,154
| – | – | 0.09% | 207 |
|
|
2017
Q1 | $371K | Hold |
4,154
| – | – | 0.1% | 207 |
|
|
2016
Q4 | $363K | Buy |
4,154
+115
| +3% | +$9.29K | 0.1% | 207 |
|
|
2016
Q3 | $303K | Hold |
4,039
| – | – | 0.09% | 211 |
|
|
2016
Q2 | $275K | Hold |
4,039
| – | – | 0.08% | 209 |
|
|
2016
Q1 | $259K | Hold |
4,039
| – | – | 0.08% | 199 |
|
|
2015
Q4 | $291K | Hold |
4,039
| – | – | 0.09% | 184 |
|
|
2015
Q3 | $310K | Sell |
4,039
-1,265
| -24% | -$96.7K | 0.1% | 159 |
|
|
2015
Q2 | $403K | Buy |
5,304
+150
| +3% | +$10.7K | 0.11% | 172 |
|
|
2015
Q1 | $352K | Sell |
5,154
-55
| -1% | -$3.57K | 0.1% | 181 |
|
|
2014
Q4 | $349K | Buy |
5,209
+55
| +1% | +$3.37K | 0.09% | 188 |
|
|
2014
Q3 | $288K | Buy |
+5,154
| New | +$304K | 0.08% | 195 |
|
|
2014
Q1 | – | Sell |
-11,647
| Closed | -$775K | – | 276 |
|
|
2013
Q4 | $775K | Buy |
11,647
+2,342
| +25% | +$143K | 0.21% | 128 |
|
|
2013
Q3 | $513K | Buy |
+9,305
| New | +$510K | 0.17% | 165 |
|
Other funds holding SSB
Sheets Smith Wealth Management's SSB Position: Q2 2026 in Review
Sheets Smith Wealth Management increased its SouthState Bank Corp (SSB) stake by 2.5% in Q2 2026, buying an estimated $15.8K and bringing the position to 6,635 shares worth $663K. The position accounts for 0.07% of the portfolio, ranked #266.
Sheets Smith Wealth Management first reported a position in SSB in Q3 2013 and has held it in 50 quarters since. The position peaked at $775K in Q4 2013. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.
- Sheets Smith Wealth Management held 6,635 shares of SouthState Bank Corp worth $663K as of Q2 2026.
- Sheets Smith Wealth Management bought 164 SouthState Bank Corp shares in Q2 2026, an estimated $15.8K.
- SouthState Bank Corp made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #266 holding.
- Sheets Smith Wealth Management first reported a position in SouthState Bank Corp in Q3 2013 and has held it in 50 quarters since.
- Sheets Smith Wealth Management's SouthState Bank Corp position peaked at $775K in Q4 2013.
- 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.