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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TFC Financial Management's SSB Position: Q1 2026 in Review

TFC Financial Management increased its SouthState Bank Corp (SSB) stake by 0.6% in Q1 2026, buying an estimated $294 and bringing the position to 502 shares worth $46.4K. The position accounts for 0.01% of the portfolio, ranked #280.

TFC Financial Management first reported a position in SSB in Q1 2023 and has held it in 9 quarters since. The position peaked at $49.3K in Q3 2025. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

TFC Financial Management held 502 shares of SouthState Bank Corp worth $46.4K as of Q1 2026.
TFC Financial Management bought 3 SouthState Bank Corp shares in Q1 2026, an estimated $294.
SouthState Bank Corp made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #280 holding.
TFC Financial Management first reported a position in SouthState Bank Corp in Q1 2023 and has held it in 9 quarters since.
TFC Financial Management's SouthState Bank Corp position peaked at $49.3K in Q3 2025.
511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.