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Wellington Group’s SouthState Bank Corp SSB Stock Holding History

Wellington 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
Q2 		– Sell
-460
Closed -$42.6K – 346
2026
Q1 		$42.6K Hold
460
– – 0.01% 283
2025
Q4 		$43.3K Buy
+460
New +$42.6K 0.01% 274

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

Wellington Group's SSB Position: Q2 2026 in Review

Wellington Group sold out of SouthState Bank Corp (SSB) in Q2 2026, closing a stake of 460 shares — an estimated $42.6K sold.

Wellington Group first reported a position in SSB in Q4 2025 and held it in 2 quarters. The position peaked at $43.3K in Q4 2025. 556 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Wellington Group reported no remaining SouthState Bank Corp position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 460 SouthState Bank Corp shares in Q2 2026, an estimated $42.6K.
  • Wellington Group first reported a position in SouthState Bank Corp in Q4 2025 and held it in 2 quarters.
  • Wellington Group's SouthState Bank Corp position peaked at $43.3K in Q4 2025.
  • 556 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.