Welch Group’s SouthState Bank Corp SSB Stock Holding History

Welch Group’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	–	Sell	-2,007	Closed	-$200K	–	342
2026 Q2	$200K	Buy	+2,007	New	+$193K	0.01%	309

Other funds holding SSB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Welch Group's SSB Position: Q3 2026 in Review

Welch Group sold out of SouthState Bank Corp (SSB) in Q3 2026, closing a stake of 2,007 shares — an estimated $200K sold.

Welch Group first reported a position in SSB in Q2 2026 and held it in 1 quarter. The position peaked at $200K in Q2 2026. 266 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

Welch Group reported no remaining SouthState Bank Corp position as of Q3 2026 after selling out during the quarter.
Welch Group sold 2,007 SouthState Bank Corp shares in Q3 2026, an estimated $200K.
Welch Group first reported a position in SouthState Bank Corp in Q2 2026 and held it in 1 quarter.
Welch Group's SouthState Bank Corp position peaked at $200K in Q2 2026.
266 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.