Planning Strategies Inc.’s SouthState Bank Corp SSB Stock Holding History

Planning Strategies Inc.’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	$799	Buy	+8	New	+$771	﹤0.01%	785

Other funds holding SSB

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Planning Strategies Inc.'s SSB Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in SouthState Bank Corp (SSB) in Q2 2026: 8 shares worth $799. The stake represents ﹤0.01% of the portfolio and ranks #785 among its holdings.

155 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

Planning Strategies Inc. held 8 shares of SouthState Bank Corp worth $799 as of Q2 2026.
SouthState Bank Corp was a new Planning Strategies Inc. position in Q2 2026.
SouthState Bank Corp made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #785 holding.
155 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.