Wealth Advisors of Tampa Bay’s SouthState Bank Corp SSB Stock Holding History

Wealth Advisors of Tampa Bay’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
2025 Q2	–	Sell	-435	Closed	-$40.4K	–	142
2025 Q1	$40.4K	Buy	+435	New	+$42.8K	0.02%	131
2024 Q4	–	Sell	-2,435	Closed	-$237K	–	89
2024 Q3	$237K	Buy	+2,435	New	+$223K	0.1%	80
2024 Q2	–	Sell	-2,435	Closed	-$207K	–	83
2024 Q1	$207K	Sell	2,435 -500	-17%	-$41.2K	0.1%	76
2023 Q4	$248K	Sell	2,935 -2,935	-50%	-$217K	0.12%	72
2023 Q3	$395K	Buy	+5,870	New	+$423K	0.11%	73
2023 Q2	–	Sell	-2,935	Closed	-$209K	–	82
2023 Q1	$209K	Hold	2,935	–	–	0.12%	73
2022 Q4	$224K	Hold	2,935	–	–	0.14%	68
2022 Q3	$232K	Sell	2,935 -2,935	-50%	-$236K	0.16%	69
2022 Q2	$453K	Sell	5,870 -1,000	-15%	-$77.9K	0.14%	71
2022 Q1	$560K	Hold	6,870	–	–	0.15%	70
2021 Q4	$550K	Buy	6,870 +3,435	+100%	+$273K	0.13%	78
2021 Q3	$256K	Hold	3,435	–	–	0.14%	76
2021 Q2	$281K	Sell	3,435 -2,520	-42%	-$214K	0.16%	76
2021 Q1	$468K	Buy	+5,955	New	+$479K	0.28%	69

Other funds holding SSB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealth Advisors of Tampa Bay's SSB Position: Q2 2025 in Review

Wealth Advisors of Tampa Bay sold out of SouthState Bank Corp (SSB) in Q2 2025, closing a stake of 435 shares — an estimated $40.4K sold.

Wealth Advisors of Tampa Bay first reported a position in SSB in Q1 2021 and held it in 14 quarters. The position peaked at $560K in Q1 2022. 485 funds tracked by Wall St. Rank hold SSB as of Q2 2025.

Wealth Advisors of Tampa Bay reported no remaining SouthState Bank Corp position as of Q2 2025 after selling out during the quarter.
Wealth Advisors of Tampa Bay sold 435 SouthState Bank Corp shares in Q2 2025, an estimated $40.4K.
Wealth Advisors of Tampa Bay first reported a position in SouthState Bank Corp in Q1 2021 and held it in 14 quarters.
Wealth Advisors of Tampa Bay's SouthState Bank Corp position peaked at $560K in Q1 2022.
485 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2025.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2025, filed 14 Aug 2025.