Shelton Capital Management’s SouthState Bank Corp SSB Stock Holding History

Shelton Capital 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	$341K	Buy	3,414 +159	+5%	+$15.3K	0.01%	495
2026 Q1	$301K	Sell	3,255 -227	-7%	-$22.3K	0.01%	514
2025 Q4	$328K	Hold	3,482	–	–	0.01%	467
2025 Q3	$344K	Hold	3,482	–	–	0.01%	459
2025 Q2	$320K	Sell	3,482 -80	-2%	-$7.03K	0.01%	464
2025 Q1	$331K	Buy	3,562 +572	+19%	+$56.3K	0.01%	437
2024 Q4	$297K	Hold	2,990	–	–	0.01%	511
2024 Q3	$291K	Sell	2,990 -106	-3%	-$9.7K	0.01%	520
2024 Q2	$237K	Sell	3,096 -177	-5%	-$13.7K	0.01%	605
2024 Q1	$278K	Hold	3,273	–	–	0.01%	567
2023 Q4	$276K	Sell	3,273 -227	-6%	-$16.8K	0.01%	542
2023 Q3	$236K	Sell	3,500 -302	-8%	-$21.8K	0.01%	579
2023 Q2	$250K	Hold	3,802	–	–	0.01%	589
2023 Q1	$271K	Buy	+3,802	New	+$296K	0.01%	526

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

Shelton Capital Management's SSB Position: Q2 2026 in Review

Shelton Capital Management increased its SouthState Bank Corp (SSB) stake by 4.9% in Q2 2026, buying an estimated $15.3K and bringing the position to 3,414 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #495.

Shelton Capital Management first reported a position in SSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $344K in Q3 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Shelton Capital Management held 3,414 shares of SouthState Bank Corp worth $341K as of Q2 2026.
Shelton Capital Management bought 159 SouthState Bank Corp shares in Q2 2026, an estimated $15.3K.
SouthState Bank Corp made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #495 holding.
Shelton Capital Management first reported a position in SouthState Bank Corp in Q1 2023 and has held it in 14 quarters since.
Shelton Capital Management's SouthState Bank Corp position peaked at $344K in Q3 2025.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.