Steward Partners Investment Advisory’s SouthState Bank Corp SSB Stock Holding History

Steward Partners Investment Advisory’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	$202K	Buy	2,018 +1,492	+284%	+$144K	﹤0.01%	2225
2026 Q1	$48.7K	Buy	526 +154	+41%	+$15.1K	﹤0.01%	2796
2025 Q4	$35K	Sell	372 -23	-6%	-$2.13K	﹤0.01%	2861
2025 Q3	$39.1K	Buy	395 +23	+6%	+$2.26K	﹤0.01%	2733
2025 Q2	$34.2K	Buy	+372	New	+$32.7K	﹤0.01%	2664
2024 Q3	–	Sell	-44	Closed	-$3.36K	–	3844
2024 Q2	$3.36K	Hold	44	–	–	﹤0.01%	3159
2024 Q1	$3.74K	Sell	44 -256	-85%	-$21.1K	﹤0.01%	3134
2023 Q4	$25.3K	Hold	300	–	–	﹤0.01%	2296
2023 Q3	$20.2K	Hold	300	–	–	﹤0.01%	2304
2023 Q2	$19.7K	Hold	300	–	–	﹤0.01%	2300
2023 Q1	$21.4K	Hold	300	–	–	﹤0.01%	2223
2022 Q4	$22.9K	Hold	300	–	–	﹤0.01%	2183
2022 Q3	$24K	Hold	300	–	–	﹤0.01%	2148
2022 Q2	$23K	Hold	300	–	–	﹤0.01%	2168
2022 Q1	$24K	Hold	300	–	–	﹤0.01%	2284
2021 Q4	$24K	Buy	+300	New	+$23.8K	﹤0.01%	2254
2021 Q2	–	Sell	-125	Closed	-$9.81K	–	7379
2021 Q1	$9.81K	Buy	+125	New	+$10K	﹤0.01%	2790
2020 Q3	–	Sell	-253	Closed	-$12K	–	2844
2020 Q2	$12K	Buy	+253	New	+$13.2K	﹤0.01%	1974
2020 Q1	–	Sell	-11	Closed	–	–	2688
2019 Q4	$0	Hold	11	–	–	﹤0.01%	2736
2019 Q3	$0	Hold	11	–	–	﹤0.01%	2758
2019 Q2	$0	Buy	+11	New	+$791	﹤0.01%	2688
2018 Q4	–	Sell	-54	Closed	-$4K	–	1970
2018 Q3	$4K	Buy	+54	New	+$4.56K	﹤0.01%	2222

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

Steward Partners Investment Advisory's SSB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its SouthState Bank Corp (SSB) stake by 284% in Q2 2026, buying an estimated $144K and bringing the position to 2,018 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Steward Partners Investment Advisory first reported a position in SSB in Q3 2018 and has held it in 22 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Steward Partners Investment Advisory held 2,018 shares of SouthState Bank Corp worth $202K as of Q2 2026.
Steward Partners Investment Advisory bought 1,492 SouthState Bank Corp shares in Q2 2026, an estimated $144K.
SouthState Bank Corp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2225 holding.
Steward Partners Investment Advisory first reported a position in SouthState Bank Corp in Q3 2018 and has held it in 22 quarters since.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.