SWP
SSB icon

Stratos Wealth Partners’s SouthState Bank Corp SSB Stock Holding History

Stratos Wealth Partners’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
-2,600
Closed -$241K – 1774
2026
Q1 		$241K Hold
2,600
– – ﹤0.01% 1443
2025
Q4 		$245K Buy
+2,600
New +$241K ﹤0.01% 1404
2018
Q4 		– Sell
-65
Closed -$5K – 2280
2018
Q3 		$5K Buy
+65
New +$5.49K ﹤0.01% 2469
2018
Q2 		– Sell
-65
Closed -$6K – 2362
2018
Q1 		$6K Hold
65
– – ﹤0.01% 2560
2017
Q4 		$6K Buy
+65
New +$5.83K ﹤0.01% 2345

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stratos Wealth Partners's SSB Position: Q2 2026 in Review

Stratos Wealth Partners sold out of SouthState Bank Corp (SSB) in Q2 2026, closing a stake of 2,600 shares — an estimated $241K sold.

Stratos Wealth Partners first reported a position in SSB in Q4 2017 and held it in 5 quarters. The position peaked at $245K in Q4 2025. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Stratos Wealth Partners reported no remaining SouthState Bank Corp position as of Q2 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,600 SouthState Bank Corp shares in Q2 2026, an estimated $241K.
  • Stratos Wealth Partners first reported a position in SouthState Bank Corp in Q4 2017 and held it in 5 quarters.
  • Stratos Wealth Partners's SouthState Bank Corp position peaked at $245K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.