WA
SSB icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Waverly Advisors's SSB Position: Q1 2026 in Review

Waverly Advisors increased its SouthState Bank Corp (SSB) stake by 3.8% in Q1 2026, buying an estimated $70.6K and bringing the position to 19,485 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #668.

Waverly Advisors first reported a position in SSB in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.95M in Q3 2025. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Waverly Advisors held 19,485 shares of SouthState Bank Corp worth $1.8M as of Q1 2026.
  • Waverly Advisors bought 720 SouthState Bank Corp shares in Q1 2026, an estimated $70.6K.
  • SouthState Bank Corp made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #668 holding.
  • Waverly Advisors first reported a position in SouthState Bank Corp in Q2 2020 and has held it in 24 quarters since.
  • Waverly Advisors's SouthState Bank Corp position peaked at $3.95M in Q3 2025.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.