Wealth Enhancement Advisory Services
SSB icon

Wealth Enhancement Advisory Services’s SouthState Bank Corp SSB Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.27M Buy
45,665
+12,297
+37% +$1.19M 0.01% 1114
2026
Q1 		$3.13M Sell
33,368
-2,824
-8% -$277K 0.01% 1150
2025
Q4 		$3.51M Sell
36,192
-47,854
-57% -$4.43M ﹤0.01% 1201
2025
Q3 		$8.41M Buy
84,046
+52,718
+168% +$5.18M 0.01% 726
2025
Q2 		$3.03M Buy
31,328
+775
+3% +$68.1K 0.01% 1137
2025
Q1 		$2.84M Buy
30,553
+1,239
+4% +$122K 0.01% 1068
2024
Q4 		$2.92M Buy
29,314
+9,594
+49% +$989K 0.01% 1006
2024
Q3 		$1.92M Sell
19,720
-6,488
-25% -$594K ﹤0.01% 1076
2024
Q2 		$2M Buy
26,208
+18,374
+235% +$1.42M ﹤0.01% 983
2024
Q1 		$666K Buy
7,834
+11
+0.1% +$906 ﹤0.01% 1429
2023
Q4 		$661K Sell
7,823
-738
-9% -$54.5K ﹤0.01% 1348
2023
Q3 		$577K Buy
+8,561
New +$617K ﹤0.01% 1352

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

Wealth Enhancement Advisory Services's SSB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its SouthState Bank Corp (SSB) stake by 37% in Q2 2026, buying an estimated $1.19M and bringing the position to 45,665 shares worth $4.27M. The position accounts for 0.01% of the portfolio, ranked #1114.

Wealth Enhancement Advisory Services first reported a position in SSB in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.41M in Q3 2025. 557 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 45,665 shares of SouthState Bank Corp worth $4.27M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 12,297 SouthState Bank Corp shares in Q2 2026, an estimated $1.19M.
  • SouthState Bank Corp made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1114 holding.
  • Wealth Enhancement Advisory Services first reported a position in SouthState Bank Corp in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's SouthState Bank Corp position peaked at $8.41M in Q3 2025.
  • 557 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.