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Wealth Preservation Advisors’s SouthState Bank Corp SSB Stock Holding History

Wealth Preservation 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 		$448K Sell
4,489
-97
-2% -$9.35K 0.26% 49
2026
Q1 		$424K Buy
4,586
+97
+2% +$9.51K 0.35% 34
2025
Q4 		$422K Buy
+4,489
New +$416K 0.21% 49
2025
Q3 		– Sell
-4,489
Closed -$413K – 595
2025
Q2 		$413K Hold
4,489
– – 0.25% 53
2025
Q1 		$417K Buy
+4,489
New +$442K 0.3% 47

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 Preservation Advisors's SSB Position: Q2 2026 in Review

Wealth Preservation Advisors reduced its SouthState Bank Corp (SSB) stake by 2.1% in Q2 2026, selling an estimated $9.35K and leaving 4,489 shares worth $448K. The position accounts for 0.26% of the portfolio, ranked #49.

Wealth Preservation Advisors first reported a position in SSB in Q1 2025 and has held it in 5 quarters since. 554 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Wealth Preservation Advisors held 4,489 shares of SouthState Bank Corp worth $448K as of Q2 2026.
  • Wealth Preservation Advisors sold 97 SouthState Bank Corp shares in Q2 2026, an estimated $9.35K.
  • SouthState Bank Corp made up 0.26% of Wealth Preservation Advisors's portfolio in Q2 2026, its #49 holding.
  • Wealth Preservation Advisors first reported a position in SouthState Bank Corp in Q1 2025 and has held it in 5 quarters since.
  • 554 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

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