SWM
SSB icon

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
Q2 		$1.3K Buy
13
+8
+160% +$771 ﹤0.01% 1513
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
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 $3.38T AUM 44.17% 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

SHP Wealth Management's SSB Position: Q2 2026 in Review

SHP Wealth Management increased its SouthState Bank Corp (SSB) stake by 160% in Q2 2026, buying an estimated $771 and bringing the position to 13 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

SHP Wealth Management first reported a position in SSB in Q1 2026 and has held it in 2 quarters since. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • SHP Wealth Management held 13 shares of SouthState Bank Corp worth $1.3K as of Q2 2026.
  • SHP Wealth Management bought 8 SouthState Bank Corp shares in Q2 2026, an estimated $771.
  • SouthState Bank Corp made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1513 holding.
  • SHP Wealth Management first reported a position in SouthState Bank Corp in Q1 2026 and has held it in 2 quarters since.
  • 558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.