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Twin Peaks Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-28
Closed -$2.59K – 1927
2026
Q1 		$2.59K Buy
+28
New +$2.75K ﹤0.01% 1628
2025
Q3 		– Sell
-19
Closed -$1.81K – 1851
2025
Q2 		$1.81K Buy
+19
New +$1.67K ﹤0.01% 1651

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

Twin Peaks Wealth Advisors's SSB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of SouthState Bank Corp (SSB) in Q2 2026, closing a stake of 28 shares — an estimated $2.59K sold.

Twin Peaks Wealth Advisors first reported a position in SSB in Q2 2025 and held it in 2 quarters. The position peaked at $2.59K in Q1 2026. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining SouthState Bank Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 28 SouthState Bank Corp shares in Q2 2026, an estimated $2.59K.
  • Twin Peaks Wealth Advisors first reported a position in SouthState Bank Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's SouthState Bank Corp position peaked at $2.59K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.