TFC Financial Management’s SouthState Bank Corp SSB Stock Holding History

TFC Financial Management’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	$50.1K	Hold	502	–	–	0.01%	290
2026 Q1	$46.4K	Buy	502 +3	+0.6%	+$294	0.01%	280
2025 Q4	$47K	Hold	499	–	–	0.01%	279
2025 Q3	$49.3K	Hold	499	–	–	0.01%	270
2025 Q2	$45.9K	Buy	499 +498	+49,800%	+$43.7K	0.01%	271
2025 Q1	$93	Hold	1	–	–	﹤0.01%	834
2024 Q4	$100	Hold	1	–	–	﹤0.01%	832
2024 Q3	$98	Hold	1	–	–	﹤0.01%	848
2024 Q2	$77	Buy	+1	New	+$77	﹤0.01%	862
2023 Q2	–	Sell	-3	Closed	-$214	–	744
2023 Q1	$214	Buy	+3	New	+$233	﹤0.01%	644

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

TFC Financial Management's SSB Position: Q2 2026 in Review

TFC Financial Management held its SouthState Bank Corp (SSB) position steady in Q2 2026 at 502 shares worth $50.1K. The position accounts for 0.01% of the portfolio, ranked #290.

TFC Financial Management first reported a position in SSB in Q1 2023 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

TFC Financial Management held 502 shares of SouthState Bank Corp worth $50.1K as of Q2 2026.
TFC Financial Management left its SouthState Bank Corp share count unchanged in Q2 2026.
SouthState Bank Corp made up 0.01% of TFC Financial Management's portfolio in Q2 2026, its #290 holding.
TFC Financial Management first reported a position in SouthState Bank Corp in Q1 2023 and has held it in 10 quarters since.
558 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.