SouthState Corp’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

SouthState Corp’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.5K	Sell	273 -84	-24%	-$6.51K	﹤0.01%	598
2026 Q1	$25.4K	Sell	357 -309	-46%	-$22.7K	﹤0.01%	537
2025 Q4	$46.4K	Hold	666	–	–	﹤0.01%	465
2025 Q3	$45.6K	Sell	666 -1,221	-65%	-$81.5K	﹤0.01%	470
2025 Q2	$120K	Buy	1,887 +195	+12%	+$11.7K	0.01%	399
2025 Q1	$101K	Buy	+1,692	New	+$109K	﹤0.01%	423

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SouthState Corp's DFAS Position: Q2 2026 in Review

SouthState Corp reduced its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 24% in Q2 2026, selling an estimated $6.51K and leaving 273 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

SouthState Corp first reported a position in DFAS in Q1 2025 and has held it in 6 quarters since. The position peaked at $120K in Q2 2025. 917 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

SouthState Corp held 273 shares of U.S. Small Cap Portfolio ETF Class Shares worth $22.5K as of Q2 2026.
SouthState Corp sold 84 U.S. Small Cap Portfolio ETF Class Shares shares in Q2 2026, an estimated $6.51K.
U.S. Small Cap Portfolio ETF Class Shares made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #598 holding.
SouthState Corp first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q1 2025 and has held it in 6 quarters since.
SouthState Corp's U.S. Small Cap Portfolio ETF Class Shares position peaked at $120K in Q2 2025.
917 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.