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Vest Financial’s SouthState Bank Corp SSB Stock Holding History

Vest Financial’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 		$7.57M Buy
75,817
+2,571
+4% +$248K 0.08% 200
2026
Q1 		$6.78M Buy
73,246
+10,675
+17% +$1.05M 0.08% 193
2025
Q4 		$5.89M Buy
62,571
+9,863
+19% +$914K 0.07% 193
2025
Q3 		$5.21M Buy
52,708
+9,395
+22% +$922K 0.07% 187
2025
Q2 		$3.99M Buy
43,313
+8,850
+26% +$777K 0.06% 199
2025
Q1 		$3.2M Buy
+34,463
New +$3.39M 0.05% 175

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

Vest Financial's SSB Position: Q2 2026 in Review

Vest Financial increased its SouthState Bank Corp (SSB) stake by 3.5% in Q2 2026, buying an estimated $248K and bringing the position to 75,817 shares worth $7.57M. The position accounts for 0.08% of the portfolio, ranked #200.

Vest Financial first reported a position in SSB in Q1 2025 and has held it in 6 quarters since. 556 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Vest Financial held 75,817 shares of SouthState Bank Corp worth $7.57M as of Q2 2026.
  • Vest Financial bought 2,571 SouthState Bank Corp shares in Q2 2026, an estimated $248K.
  • SouthState Bank Corp made up 0.08% of Vest Financial's portfolio in Q2 2026, its #200 holding.
  • Vest Financial first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 6 quarters since.
  • 556 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.