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Westfuller Advisors’s SouthState Bank Corp SSB Stock Holding History

Westfuller 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
Q1 		$433 Sell
5
-6
-55% -$588 ﹤0.01% 719
2025
Q4 		$1K Hold
11
– – ﹤0.01% 714
2025
Q3 		$1.05K Buy
+11
New +$1.08K ﹤0.01% 701

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VCM
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State Street
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Westfuller Advisors's SSB Position: Q1 2026 in Review

Westfuller Advisors reduced its SouthState Bank Corp (SSB) stake by 55% in Q1 2026, selling an estimated $588 and leaving 5 shares worth $433. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Westfuller Advisors first reported a position in SSB in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.05K in Q3 2025. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Westfuller Advisors held 5 shares of SouthState Bank Corp worth $433 as of Q1 2026.
  • Westfuller Advisors sold 6 SouthState Bank Corp shares in Q1 2026, an estimated $588.
  • SouthState Bank Corp made up ﹤0.01% of Westfuller Advisors's portfolio in Q1 2026, its #719 holding.
  • Westfuller Advisors first reported a position in SouthState Bank Corp in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's SouthState Bank Corp position peaked at $1.05K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.