U.S. Capital Wealth Advisors’s SouthState Bank Corp SSB Stock Holding History

U.S. Capital 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 Q1	$642K	Sell	6,940 -996	-13%	-$97.7K	0.02%	621
2025 Q4	$747K	Sell	7,936 -7,936	-50%	-$735K	0.02%	559
2025 Q3	$1.57M	Buy	15,872 +7,936	+100%	+$779K	0.04%	384
2025 Q2	$730K	Sell	7,936 -7	-0.1%	-$615	0.02%	502
2025 Q1	$737K	Buy	+7,943	New	+$782K	0.02%	494

Other funds holding SSB

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

U.S. Capital Wealth Advisors's SSB Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its SouthState Bank Corp (SSB) stake by 13% in Q1 2026, selling an estimated $97.7K and leaving 6,940 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #621.

U.S. Capital Wealth Advisors first reported a position in SSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q3 2025. 512 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

U.S. Capital Wealth Advisors held 6,940 shares of SouthState Bank Corp worth $642K as of Q1 2026.
U.S. Capital Wealth Advisors sold 996 SouthState Bank Corp shares in Q1 2026, an estimated $97.7K.
SouthState Bank Corp made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #621 holding.
U.S. Capital Wealth Advisors first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 5 quarters since.
U.S. Capital Wealth Advisors's SouthState Bank Corp position peaked at $1.57M in Q3 2025.
512 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.