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

Summit 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	$880K	Hold	8,805	–	–	0.13%	121
2026 Q1	$815K	Hold	8,805	–	–	0.13%	119
2025 Q4	$829K	Sell	8,805 -1,678	-16%	-$155K	0.15%	91
2025 Q3	$1.04M	Hold	10,483	–	–	0.19%	84
2025 Q2	$965K	Hold	10,483	–	–	0.18%	83
2025 Q1	$973K	Buy	10,483 +1,678	+19%	+$165K	0.2%	81
2024 Q4	$876K	Hold	8,805	–	–	0.18%	88
2024 Q3	$856K	Hold	8,805	–	–	0.16%	96
2024 Q2	$673K	Hold	8,805	–	–	0.14%	106
2024 Q1	$749K	Hold	8,805	–	–	0.16%	99
2023 Q4	$744K	Hold	8,805	–	–	0.17%	91
2023 Q3	$593K	Hold	8,805	–	–	0.15%	93
2023 Q2	$579K	Hold	8,805	–	–	0.15%	97
2023 Q1	$627K	Hold	8,805	–	–	0.16%	90
2022 Q4	$672K	Hold	8,805	–	–	0.18%	83
2022 Q3	$697K	Hold	8,805	–	–	0.2%	68
2022 Q2	$679K	Hold	8,805	–	–	0.18%	68
2022 Q1	$718K	Hold	8,805	–	–	0.16%	73
2021 Q4	$705K	Hold	8,805	–	–	0.15%	75
2021 Q3	$657K	Hold	8,805	–	–	0.16%	76
2021 Q2	$720K	Hold	8,805	–	–	0.17%	74
2021 Q1	$691K	Hold	8,805	–	–	0.18%	73
2020 Q4	$637K	Hold	8,805	–	–	0.17%	75
2020 Q3	$424K	Buy	8,805 +1,754	+25%	+$90.6K	0.13%	98
2020 Q2	$336K	Buy	+7,051	New	+$368K	0.11%	106

Other funds holding SSB

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

Summit Wealth Partners held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 8,805 shares worth $880K. The position accounts for 0.13% of the portfolio, ranked #121.

Summit Wealth Partners first reported a position in SSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.04M in Q3 2025. 201 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Summit Wealth Partners held 8,805 shares of SouthState Bank Corp worth $880K as of Q2 2026.
Summit Wealth Partners left its SouthState Bank Corp share count unchanged in Q2 2026.
SouthState Bank Corp made up 0.13% of Summit Wealth Partners's portfolio in Q2 2026, its #121 holding.
Summit Wealth Partners first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 25 quarters since.
Summit Wealth Partners's SouthState Bank Corp position peaked at $1.04M in Q3 2025.
201 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.