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Waverly Advisors’s SouthState Bank Corp SSB Stock Holding History

Waverly 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 		$2.01M Buy
20,155
+670
+3% +$64.6K 0.01% 695
2026
Q1 		$1.8M Buy
19,485
+720
+4% +$70.6K 0.01% 668
2025
Q4 		$1.77M Sell
18,765
-21,159
-53% -$1.96M 0.01% 621
2025
Q3 		$3.95M Buy
39,924
+21,256
+114% +$2.09M 0.04% 364
2025
Q2 		$1.72M Buy
18,668
+37
+0.2% +$3.25K 0.02% 519
2025
Q1 		$1.73M Buy
18,631
+175
+0.9% +$17.2K 0.02% 506
2024
Q4 		$1.84M Sell
18,456
-61
-0.3% -$6.29K 0.03% 404
2024
Q3 		$1.8M Buy
18,517
+1,504
+9% +$138K 0.03% 351
2024
Q2 		$1.3M Buy
17,013
+611
+4% +$47.3K 0.03% 390
2024
Q1 		$1.39M Sell
16,402
-42
-0.3% -$3.46K 0.03% 311
2023
Q4 		$1.39M Buy
16,444
+3
+0% +$221 0.05% 187
2023
Q3 		$1.11M Buy
16,441
+5
+0% +$360 0.05% 187
2023
Q2 		$1.08M Buy
16,436
+13
+0.1% +$868 0.05% 176
2023
Q1 		$1.17M Buy
16,423
+3,445
+27% +$268K 0.06% 134
2022
Q4 		$991K Buy
12,978
+406
+3% +$34.1K 0.06% 135
2022
Q3 		$995K Hold
12,572
– – 0.07% 108
2022
Q2 		$970K Sell
12,572
-432
-3% -$33.7K 0.09% 87
2022
Q1 		$1.06M Buy
13,004
+283
+2% +$24.4K 0.09% 75
2021
Q4 		$1.11M Buy
12,721
+766
+6% +$60.9K 0.1% 74
2021
Q3 		$998K Hold
11,955
– – 0.09% 78
2021
Q2 		$857K Sell
11,955
-1,610
-12% -$137K 0.08% 75
2021
Q1 		$1.21M Sell
13,565
-369
-3% -$29.7K 0.12% 64
2020
Q4 		$1.09M Sell
13,934
-614
-4% -$40.3K 0.12% 63
2020
Q3 		$893K Sell
14,548
-1,398
-9% -$72.2K 0.12% 64
2020
Q2 		$957K Buy
+15,946
New +$833K 0.12% 62

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 $3.38T AUM 44.17% 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

Waverly Advisors's SSB Position: Q2 2026 in Review

Waverly Advisors increased its SouthState Bank Corp (SSB) stake by 3.4% in Q2 2026, buying an estimated $64.6K and bringing the position to 20,155 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #695.

Waverly Advisors first reported a position in SSB in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.95M in Q3 2025. 559 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Waverly Advisors held 20,155 shares of SouthState Bank Corp worth $2.01M as of Q2 2026.
  • Waverly Advisors bought 670 SouthState Bank Corp shares in Q2 2026, an estimated $64.6K.
  • SouthState Bank Corp made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #695 holding.
  • Waverly Advisors first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 25 quarters since.
  • Waverly Advisors's SouthState Bank Corp position peaked at $3.95M in Q3 2025.
  • 559 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.