Sound Income Strategies’s SouthState Bank Corp SSB Stock Holding History

Sound Income Strategies’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	–	Sell	-480	Closed	-$44.9K	–	2152
2026 Q1	$44.9K	Hold	480	–	–	﹤0.01%	860
2025 Q4	$47.2K	Hold	480	–	–	﹤0.01%	813
2025 Q3	$47.4K	Hold	480	–	–	﹤0.01%	568
2025 Q2	$44.2K	Hold	480	–	–	﹤0.01%	558
2025 Q1	$44.6K	Hold	480	–	–	﹤0.01%	532
2024 Q4	$47.8K	Hold	480	–	–	﹤0.01%	476
2024 Q3	$46.6K	Hold	480	–	–	﹤0.01%	456
2024 Q2	$36.7K	Hold	480	–	–	﹤0.01%	501
2024 Q1	$40.8K	Hold	480	–	–	﹤0.01%	448
2023 Q4	$40.5K	Hold	480	–	–	﹤0.01%	447
2023 Q3	$32.3K	Hold	480	–	–	﹤0.01%	361
2023 Q2	$31.6K	Hold	480	–	–	﹤0.01%	359
2023 Q1	$34.2K	Hold	480	–	–	﹤0.01%	333
2022 Q4	$36.7K	Hold	480	–	–	﹤0.01%	297
2022 Q3	$38K	Hold	480	–	–	0.01%	263
2022 Q2	$37K	Hold	480	–	–	﹤0.01%	263
2022 Q1	$39K	Buy	480 +300	+167%	+$25.9K	﹤0.01%	260
2021 Q4	$14K	Hold	180	–	–	﹤0.01%	430
2021 Q3	$13K	Hold	180	–	–	﹤0.01%	419
2021 Q2	$15K	Hold	180	–	–	﹤0.01%	407
2021 Q1	$14.1K	Hold	180	–	–	﹤0.01%	412
2020 Q4	$13K	Hold	180	–	–	﹤0.01%	409
2020 Q3	$9K	Hold	180	–	–	﹤0.01%	442
2020 Q2	$9K	Buy	+180	New	+$9.4K	﹤0.01%	410

Other funds holding SSB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sound Income Strategies's SSB Position: Q2 2026 in Review

Sound Income Strategies sold out of SouthState Bank Corp (SSB) in Q2 2026, closing a stake of 480 shares — an estimated $44.9K sold.

Sound Income Strategies first reported a position in SSB in Q2 2020 and held it in 24 quarters. The position peaked at $47.8K in Q4 2024. 366 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Sound Income Strategies reported no remaining SouthState Bank Corp position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 480 SouthState Bank Corp shares in Q2 2026, an estimated $44.9K.
Sound Income Strategies first reported a position in SouthState Bank Corp in Q2 2020 and held it in 24 quarters.
Sound Income Strategies's SouthState Bank Corp position peaked at $47.8K in Q4 2024.
366 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.