Wealth Enhancement Advisory Services
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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
Q3 		$5.77M Buy
62,253
+16,588
+36% +$1.74M 0.01% 1009
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's SSB Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its SouthState Bank Corp (SSB) stake by 36% in Q3 2026, buying an estimated $1.74M and bringing the position to 62,253 shares worth $5.77M. The position accounts for 0.01% of the portfolio, ranked #1009.

Wealth Enhancement Advisory Services first reported a position in SSB in Q3 2023 and has held it in 13 quarters since. The position peaked at $8.41M in Q3 2025. 152 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

  • Wealth Enhancement Advisory Services held 62,253 shares of SouthState Bank Corp worth $5.77M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 16,588 SouthState Bank Corp shares in Q3 2026, an estimated $1.74M.
  • SouthState Bank Corp made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1009 holding.
  • Wealth Enhancement Advisory Services first reported a position in SouthState Bank Corp in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's SouthState Bank Corp position peaked at $8.41M in Q3 2025.
  • 152 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.