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True Wealth Design’s SouthState Bank Corp SSB Stock Holding History

True Wealth Design’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 		$21.8K Buy
218
+77
+55% +$7.42K 0.01% 778
2026
Q1 		$13K Sell
141
-43
-23% -$4.22K ﹤0.01% 879
2025
Q4 		$17.3K Sell
184
-194
-51% -$18K 0.01% 658
2025
Q3 		$37.4K Buy
378
+377
+37,700% +$37K 0.01% 400
2025
Q2 		$93 Sell
1
-13
-93% -$1.14K ﹤0.01% 2257
2025
Q1 		$1.3K Buy
+14
New +$1.38K ﹤0.01% 1167

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

True Wealth Design's SSB Position: Q2 2026 in Review

True Wealth Design increased its SouthState Bank Corp (SSB) stake by 55% in Q2 2026, buying an estimated $7.42K and bringing the position to 218 shares worth $21.8K. The position accounts for 0.01% of the portfolio, ranked #778.

True Wealth Design first reported a position in SSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $37.4K in Q3 2025. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • True Wealth Design held 218 shares of SouthState Bank Corp worth $21.8K as of Q2 2026.
  • True Wealth Design bought 77 SouthState Bank Corp shares in Q2 2026, an estimated $7.42K.
  • SouthState Bank Corp made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #778 holding.
  • True Wealth Design first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's SouthState Bank Corp position peaked at $37.4K in Q3 2025.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.