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Wealthspire Advisors (New York)’s SouthState Bank Corp SSB Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-320
Closed -$31.6K – 2644
2025
Q3 		$31.6K Buy
+320
New +$31.4K ﹤0.01% 1429

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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 $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s SSB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of SouthState Bank Corp (SSB) in Q4 2025, closing a stake of 320 shares — an estimated $31.6K sold.

Wealthspire Advisors (New York) first reported a position in SSB in Q3 2025 and held it in 1 quarter. The position peaked at $31.6K in Q3 2025. 485 funds tracked by Wall St. Rank hold SSB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining SouthState Bank Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 320 SouthState Bank Corp shares in Q4 2025, an estimated $31.6K.
  • Wealthspire Advisors (New York) first reported a position in SouthState Bank Corp in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s SouthState Bank Corp position peaked at $31.6K in Q3 2025.
  • 485 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.