Southeast Asset Advisors’s SouthState Bank Corp SSB Stock Holding History

Southeast Asset 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	$215K	Buy	+2,157	New	+$208K	0.02%	214
2026 Q1	–	Sell	-2,157	Closed	-$203K	–	234
2025 Q4	$203K	Hold	2,157	–	–	0.02%	212
2025 Q3	$213K	Buy	+2,157	New	+$212K	0.02%	196
2025 Q2	–	Sell	-2,157	Closed	-$200K	–	198
2025 Q1	$200K	Hold	2,157	–	–	0.02%	180
2024 Q4	$215K	Hold	2,157	–	–	0.03%	158
2024 Q3	$210K	Buy	+2,157	New	+$197K	0.02%	160
2023 Q3	–	Sell	-5,796	Closed	-$381K	–	156
2023 Q2	$381K	Sell	5,796 -14,457	-71%	-$965K	0.05%	108
2023 Q1	$1.44M	Buy	+20,253	New	+$1.58M	0.22%	63

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

Southeast Asset Advisors's SSB Position: Q2 2026 in Review

Southeast Asset Advisors opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 2,157 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #214 among its holdings. This is a return to the name: Southeast Asset Advisors previously reported a position in SSB as recently as Q4 2025.

Southeast Asset Advisors first reported a position in SSB in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.44M in Q1 2023. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Southeast Asset Advisors held 2,157 shares of SouthState Bank Corp worth $215K as of Q2 2026.
SouthState Bank Corp was a new Southeast Asset Advisors position in Q2 2026.
SouthState Bank Corp made up 0.02% of Southeast Asset Advisors's portfolio in Q2 2026, its #214 holding.
Southeast Asset Advisors first reported a position in SouthState Bank Corp in Q1 2023 and has held it in 8 quarters since.
Southeast Asset Advisors's SouthState Bank Corp position peaked at $1.44M in Q1 2023.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Southeast Asset Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.