United Capital Financial Advisors’s SouthState Bank Corp SSB Stock Holding History

United Capital Financial 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	$684K	Buy	6,848 +477	+7%	+$46K	﹤0.01%	971
2026 Q1	$589K	Buy	6,371 +2,947	+86%	+$289K	﹤0.01%	984
2025 Q4	$322K	Sell	3,424 -136	-4%	-$12.6K	﹤0.01%	1134
2025 Q3	$352K	Sell	3,560 -559	-14%	-$54.9K	﹤0.01%	970
2025 Q2	$379K	Sell	4,119 -17	-0.4%	-$1.49K	﹤0.01%	861
2025 Q1	$384K	Buy	+4,136	New	+$407K	﹤0.01%	819
2019 Q3	–	Sell	-12,592	Closed	-$928K	–	1463
2019 Q2	$928K	Buy	12,592 +12	+0.1%	+$862	0.01%	839
2019 Q1	$860K	Buy	+12,580	New	+$845K	0.01%	815

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

United Capital Financial Advisors's SSB Position: Q2 2026 in Review

United Capital Financial Advisors increased its SouthState Bank Corp (SSB) stake by 7.5% in Q2 2026, buying an estimated $46K and bringing the position to 6,848 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

United Capital Financial Advisors first reported a position in SSB in Q1 2019 and has held it in 8 quarters since. The position peaked at $928K in Q2 2019. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

United Capital Financial Advisors held 6,848 shares of SouthState Bank Corp worth $684K as of Q2 2026.
United Capital Financial Advisors bought 477 SouthState Bank Corp shares in Q2 2026, an estimated $46K.
SouthState Bank Corp made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #971 holding.
United Capital Financial Advisors first reported a position in SouthState Bank Corp in Q1 2019 and has held it in 8 quarters since.
United Capital Financial Advisors's SouthState Bank Corp position peaked at $928K in Q2 2019.
554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.