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

SOA 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	$8.76K	Buy	88 +1	+1%	+$96	﹤0.01%	629
2026 Q1	$8.06K	Hold	87	–	–	﹤0.01%	619
2025 Q4	$8.15K	Buy	87 +1	+1%	+$93	﹤0.01%	620
2025 Q3	$8.5K	Buy	86 +1	+1%	+$98	﹤0.01%	624
2025 Q2	$7.87K	Hold	85	–	–	﹤0.01%	622
2025 Q1	$7.89K	Hold	85	–	–	﹤0.01%	589
2024 Q4	$8.41K	Buy	85 +1	+1%	+$103	﹤0.01%	567
2024 Q3	$8.17K	Hold	84	–	–	﹤0.01%	560
2024 Q2	$6.39K	Buy	84 +1	+1%	+$77	﹤0.01%	583
2024 Q1	$7.06K	Hold	83	–	–	﹤0.01%	581
2023 Q4	$6.97K	Buy	83 +1	+1%	+$74	﹤0.01%	568
2023 Q3	$5.52K	Hold	82	–	–	﹤0.01%	603
2023 Q2	$5.4K	Hold	82	–	–	﹤0.01%	615
2023 Q1	$5.84K	Hold	82	–	–	﹤0.01%	596
2022 Q4	$6.26K	Hold	82	–	–	﹤0.01%	586
2022 Q3	$6K	Hold	82	–	–	﹤0.01%	590
2022 Q2	$6K	Hold	82	–	–	﹤0.01%	575
2022 Q1	$6K	Hold	82	–	–	﹤0.01%	671
2021 Q4	$6K	Hold	82	–	–	﹤0.01%	645
2021 Q3	$6K	Hold	82	–	–	﹤0.01%	668
2021 Q2	$6K	Hold	82	–	–	﹤0.01%	652
2021 Q1	$6K	Hold	82	–	–	﹤0.01%	604
2020 Q4	$6K	Buy	+82	New	+$5.39K	﹤0.01%	593

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

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

SOA Wealth Advisors increased its SouthState Bank Corp (SSB) stake by 1.1% in Q2 2026, buying an estimated $96 and bringing the position to 88 shares worth $8.76K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

SOA Wealth Advisors first reported a position in SSB in Q4 2020 and has held it in 23 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

SOA Wealth Advisors held 88 shares of SouthState Bank Corp worth $8.76K as of Q2 2026.
SOA Wealth Advisors bought 1 SouthState Bank Corp share in Q2 2026, an estimated $96.
SouthState Bank Corp made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #629 holding.
SOA Wealth Advisors first reported a position in SouthState Bank Corp in Q4 2020 and has held it in 23 quarters since.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.