SWM
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SHP Wealth Management’s SouthState Bank Corp SSB Stock Holding History

SHP 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
Q1 		$463 Buy
+5
New +$490 ﹤0.01% 1632

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SHP Wealth Management's SSB Position: Q1 2026 in Review

SHP Wealth Management opened a new position in SouthState Bank Corp (SSB) in Q1 2026: 5 shares worth $463. The stake represents ﹤0.01% of the portfolio and ranks #1632 among its holdings.

513 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • SHP Wealth Management held 5 shares of SouthState Bank Corp worth $463 as of Q1 2026.
  • SouthState Bank Corp was a new SHP Wealth Management position in Q1 2026.
  • SouthState Bank Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1632 holding.
  • 513 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.