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Wedmont Private Capital’s SouthState Bank Corp SSB Stock Holding History

Wedmont Private Capital’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 		$368K Buy
3,656
+616
+20% +$64.6K 0.01% 694
2026
Q2 		$303K Buy
3,040
+185
+6% +$17.8K 0.01% 735
2026
Q1 		$277K Buy
2,855
+56
+2% +$5.49K 0.01% 696
2025
Q4 		$270K Sell
2,799
-2,699
-49% -$250K 0.01% 674
2025
Q3 		$550K Buy
5,498
+2,777
+102% +$273K 0.02% 441
2025
Q2 		$265K Sell
2,721
-62
-2% -$5.45K 0.01% 623
2025
Q1 		$227K Sell
2,783
-3
-0.1% -$295 0.01% 603
2024
Q4 		$258K Buy
2,786
+391
+16% +$40.3K 0.01% 584
2024
Q3 		$229K Buy
+2,395
New +$219K 0.01% 598

Other funds holding SSB

RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Wedmont Private Capital's SSB Position: Q3 2026 in Review

Wedmont Private Capital increased its SouthState Bank Corp (SSB) stake by 20% in Q3 2026, buying an estimated $64.6K and bringing the position to 3,656 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #694.

Wedmont Private Capital first reported a position in SSB in Q3 2024 and has held it in 9 quarters since. The position peaked at $550K in Q3 2025. 17 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

  • Wedmont Private Capital held 3,656 shares of SouthState Bank Corp worth $368K as of Q3 2026.
  • Wedmont Private Capital bought 616 SouthState Bank Corp shares in Q3 2026, an estimated $64.6K.
  • SouthState Bank Corp made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #694 holding.
  • Wedmont Private Capital first reported a position in SouthState Bank Corp in Q3 2024 and has held it in 9 quarters since.
  • Wedmont Private Capital's SouthState Bank Corp position peaked at $550K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.