TD Private Client Wealth’s SouthState Bank Corp SSB Stock Holding History

TD Private Client Wealth’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	$999	Hold	10	–	–	﹤0.01%	1472
2026 Q1	$925	Buy	+10	New	+$981	﹤0.01%	1399
2021 Q4	–	Sell	-297	Closed	-$22.2K	–	1273
2021 Q3	$22.2K	Hold	297	–	–	﹤0.01%	840
2021 Q2	$24.3K	Hold	297	–	–	﹤0.01%	832
2021 Q1	$23.3K	Hold	297	–	–	﹤0.01%	810
2020 Q4	$21.5K	Hold	297	–	–	﹤0.01%	770
2020 Q3	$14.3K	Hold	297	–	–	﹤0.01%	764
2020 Q2	$14.2K	Hold	297	–	–	﹤0.01%	766
2020 Q1	$17.4K	Hold	297	–	–	﹤0.01%	704
2019 Q4	$25.8K	Buy	+297	New	+$24.1K	﹤0.01%	680

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

TD Private Client Wealth's SSB Position: Q2 2026 in Review

TD Private Client Wealth held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 10 shares worth $999. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

TD Private Client Wealth first reported a position in SSB in Q4 2019 and has held it in 10 quarters since. The position peaked at $25.8K in Q4 2019. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

TD Private Client Wealth held 10 shares of SouthState Bank Corp worth $999 as of Q2 2026.
TD Private Client Wealth left its SouthState Bank Corp share count unchanged in Q2 2026.
SouthState Bank Corp made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1472 holding.
TD Private Client Wealth first reported a position in SouthState Bank Corp in Q4 2019 and has held it in 10 quarters since.
TD Private Client Wealth's SouthState Bank Corp position peaked at $25.8K in Q4 2019.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.