SouthState Bank Top Holdings and 13F Report (2026)

About SouthState Bank

SouthState Bank NYSE: SSB has filed 13-F forms with the SEC as an investor. SouthState Bank is itself a publicly traded company. SouthState Bank (NYSE: SSB) is a bank holding company headquartered in Winter Haven, Florida, that provides a range of commercial and retail banking services. Through its subsidiary, SouthState Bank, the company serves businesses, institutions and individuals with deposit, lending and treasury management solutions. Its core business lines include commercial and industrial loans, commercial real estate lending, consumer mortgages and home equity loans. For more information on SouthState Bank stock, visit the SouthState Bank stock profile here.

Investment Activity

SouthState Bank has $2.40 billion in total holdings as of June 30, 2026.
SouthState Bank owns shares of 1,612 different stocks, but just 106 companies or ETFs make up 80% of its holdings.
Approximately 47.12% of the portfolio was purchased this quarter.
About 2.65% of the portfolio was sold this quarter.
This quarter, SouthState Bank has purchased 1,568 new stocks and bought additional shares in 653 stocks.
SouthState Bank sold shares of 314 stocks and completely divested from 82 stocks this quarter.

Largest Holdings

Apple: $129,747,371
Microsoft: $95,330,111
Broadcom: $82,397,476
iShares Core S&P 500 ETF: $62,175,843
Alphabet: $55,027,261

Largest New Holdings this Quarter

45782C755 - Innovator U.S. Equity Buffer ETF - June: $1,874,862 Holding
43849R105 - HONEYWELL AEROSPACE INC: $1,152,710 Holding
438516205 - HONEYWELL INTERNATIONAL INC: $741,109 Holding
053332102 - AutoZone: $428,256 Holding
438516205 - HONEYWELL INTL INC: $426,642 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 81,214 shares (about $60.82M)
Alphabet: 149,453 shares (about $52.81M)
Visa: 152,199 shares (about $52.22M)
SPROTT PHYSICAL GOLD TRUST: 1,497,210 shares (about $45.17M)
Berkshire Hathaway: 81,241 shares (about $40.65M)

Largest Sales this Quarter

Adobe: 28,770 shares (about $5.90M)
ROPER TECHNOLOGIES INC: 15,738 shares (about $5.33M)
WisdomTree U.S. MidCap Dividend Fund: 86,893 shares (about $4.91M)
Boston Scientific: 85,634 shares (about $3.65M)
Sony: 146,283 shares (about $2.93M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$129,747,371	$1,017,969 â–²	0.8%	448,394	5.4%	Technology
MSFT Microsoft	$95,330,111	$436,060 â–¼	-0.5%	255,563	4.0%	Technology
AVGO Broadcom	$82,397,476	$376,995 â–²	0.5%	218,127	3.4%	Technology
IVV iShares Core S&P 500 ETF	$62,175,843	$60,820,352 â–²	4,487.0%	83,024	2.6%	ETF
GOOG Alphabet	$55,027,261	$52,806,229 â–²	2,377.6%	155,739	2.3%	Communication Services
V Visa	$52,756,606	$52,217,955 â–²	9,694.2%	153,769	2.2%	Finance
BRK.B Berkshire Hathaway	$51,051,789	$40,652,184 â–²	390.9%	102,024	2.1%	Finance
SPROTT PHYSICAL GOLD TRUST	$47,480,007	$45,170,825 â–²	1,956.1%	1,573,749	2.0%	COM
JPM JPMorgan Chase & Co.	$46,826,193	$38,171,260 â–²	441.0%	143,055	2.0%	Finance
MU Micron Technology	$40,761,443	$1,368,988 â–¼	-3.2%	35,313	1.7%	Technology
AMZN Amazon.com	$39,920,043	$30,666,493 â–²	331.4%	167,492	1.7%	Consumer Discretionary
MA Mastercard	$38,947,829	$38,264,741 â–²	5,601.7%	75,833	1.6%	Finance
ROCKEFELLER OPPORTUNISTIC MUNI	$35,479,103	$35,124,788 â–²	9,913.4%	1,389,365	1.5%	COM
PH Parker-Hannifin	$33,950,545	$32,789,517 â–²	2,824.2%	34,710	1.4%	Industrials
WALMART INC	$30,670,921	$555,540 â–²	1.8%	270,801	1.3%	COM
VLO Valero Energy	$30,636,860	$523,745 â–²	1.7%	117,635	1.3%	Energy
SHY iShares 1-3 Year Treasury Bond ETF	$30,301,382	$28,658,689 â–²	1,744.6%	369,034	1.3%	ETF
DFUS Dimensional U.S. Equity ETF	$28,119,623	$1,144,621 â–¼	-3.9%	343,173	1.2%	ETF
NEE NextEra Energy	$26,560,080	$1,299,698 â–²	5.1%	302,610	1.1%	Utilities
VCSH Vanguard Short-Term Corporate Bond ETF	$25,598,508	$23,607,185 â–²	1,185.5%	323,908	1.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$25,419,850	$24,726,317 â–²	3,565.3%	107,429	1.1%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$23,173,074	$22,918,074 â–²	8,987.5%	454,374	1.0%	ETF
ROK Rockwell Automation	$22,491,484	$18,171,416 â–²	420.6%	45,430	0.9%	Industrials
TJX TJX Companies	$22,072,036	$14,094,046 â–²	176.7%	145,690	0.9%	Consumer Discretionary
KO CocaCola	$21,356,700	$477,461 â–¼	-2.2%	262,787	0.9%	Consumer Staples
HD Home Depot	$20,116,515	$687,726 â–¼	-3.3%	57,039	0.8%	Consumer Discretionary
ORCL Oracle	$19,810,776	$15,761,306 â–²	389.2%	135,181	0.8%	Technology
ABBV AbbVie	$19,677,997	$700,063 â–²	3.7%	78,199	0.8%	Healthcare
LLY Eli Lilly and Company	$18,747,091	$16,457,379 â–²	718.8%	15,630	0.8%	Healthcare
VEU Vanguard FTSE All-World ex-US ETF	$18,278,689	$17,365,646 â–²	1,902.0%	218,253	0.8%	ETF
CVX Chevron	$17,872,741	$225,765 â–²	1.3%	107,823	0.7%	Energy
JCPB JPMorgan Core Plus Bond ETF	$17,299,183	$863,603 â–¼	-4.8%	368,538	0.7%	ETF
DFAI Dimensional International Core Equity Market ETF	$17,066,104	$200,970 â–¼	-1.2%	413,724	0.7%	ETF
UITB VictoryShares Core Intermediate Bond ETF	$15,977,264	$1,520,875 â–¼	-8.7%	341,118	0.7%	ETF
UNP Union Pacific	$15,529,568	$902,768 â–²	6.2%	57,094	0.6%	Industrials
COST Costco Wholesale	$15,029,261	$6,062,781 â–²	67.6%	16,066	0.6%	Consumer Staples
CB Chubb	$14,932,590	$9,708,364 â–²	185.8%	43,824	0.6%	Finance
DELL Dell Technologies	$14,893,568	$14,564,364 â–²	4,424.1%	34,519	0.6%	Technology
DGRO iShares Core Dividend Growth ETF	$14,489,532	$401,763 â–²	2.9%	191,180	0.6%	ETF
LHX L3Harris Technologies	$14,350,787	$9,622,888 â–²	203.5%	49,385	0.6%	Industrials
SPY SPDR S&P 500 ETF Trust	$14,251,359	$11,224,700 â–²	370.9%	19,084	0.6%	ETF
ISRG Intuitive Surgical	$14,145,478	$9,442,514 â–²	200.8%	35,570	0.6%	Healthcare
VGT Vanguard Information Technology ETF	$14,081,966	$14,063,679 â–²	76,907.2%	117,821	0.6%	ETF
BX Blackstone	$13,795,513	$13,734,795 â–²	22,620.7%	117,239	0.6%	Finance
BAC Bank of America	$13,756,340	$13,571,668 â–²	7,349.1%	241,424	0.6%	Finance
VEA Vanguard FTSE Developed Markets ETF	$13,263,045	$9,811,695 â–²	284.3%	186,148	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$12,796,038	$8,456,636 â–²	194.9%	86,279	0.5%	ETF
SPHQ Invesco S&P 500 Quality ETF	$12,294,754	$11,599,454 â–²	1,668.3%	136,457	0.5%	ETF
SPHQ Invesco S&P 500 Quality ETF	$12,242,338	$11,547,036 â–²	1,660.7%	135,875	0.5%	ETF
ETN Eaton	$11,892,157	$11,701,681 â–²	6,143.4%	27,908	0.5%	Industrials
GOOGL Alphabet	$11,787,850	$1,187,541 â–²	11.2%	32,985	0.5%	Communication Services
GOOGL Alphabet	$11,507,671	$907,362 â–²	8.6%	32,201	0.5%	Communication Services
SNA Snap-On	$11,499,788	$112,672 â–²	1.0%	28,578	0.5%	Industrials
DHR Danaher	$11,464,610	$6,870,994 â–²	149.6%	60,188	0.5%	Healthcare
NVDA NVIDIA	$11,438,745	$8,761,541 â–²	327.3%	57,168	0.5%	Technology
BSV Vanguard Short-Term Bond ETF	$11,375,483	$7,201,143 â–²	172.5%	146,008	0.5%	ETF
VUG Vanguard Growth ETF	$11,194,324	$10,328,186 â–²	1,192.4%	129,955	0.5%	ETF
XOM ExxonMobil	$10,963,577	$208,225 â–²	1.9%	80,190	0.5%	Energy
BRK.B Berkshire Hathaway	$10,619,277	$219,671 â–²	2.1%	21,222	0.4%	Finance
BARRICK MINING CORP.	$10,189,196	$7,331,675 â–²	256.6%	277,408	0.4%	COM
JNJ Johnson & Johnson	$10,078,800	$30,476 â–²	0.3%	39,685	0.4%	Healthcare
SGOV iShares 0-3 Month Treasury Bond ETF	$9,911,868	$437,411 â–¼	-4.2%	98,459	0.4%	ETF
AMGN Amgen	$9,796,796	$606,189 â–²	6.6%	27,054	0.4%	Healthcare
AMZN Amazon.com	$9,724,750	$471,198 â–²	5.1%	40,802	0.4%	Consumer Discretionary
ELV Elevance Health	$9,411,461	$6,298,671 â–²	202.3%	24,336	0.4%	Healthcare
VOO Vanguard S&P 500 ETF	$9,368,619	$9,359,690 â–²	104,823.1%	13,640	0.4%	ETF
J P MORGAN EXCHANGE TRADED F	$9,245,942	$7,795,948 â–²	537.7%	136,815	0.4%	HEDG EQU LAD ETF
PANW Palo Alto Networks	$8,903,692	$8,400,346 â–²	1,668.9%	26,109	0.4%	Technology
JPM JPMorgan Chase & Co.	$8,811,069	$156,136 â–²	1.8%	26,918	0.4%	Finance
COST Costco Wholesale	$8,757,871	$208,610 â–¼	-2.3%	9,362	0.4%	Consumer Staples
VTV Vanguard Value ETF	$8,319,844	$3,302,484 â–²	65.8%	38,177	0.3%	ETF
IBM International Business Machines	$8,269,824	$6,652,023 â–²	411.2%	29,408	0.3%	Technology
TJX TJX Companies	$8,133,278	$155,288 â–²	1.9%	53,685	0.3%	Consumer Discretionary
NVDA NVIDIA	$7,706,278	$5,029,070 â–²	187.8%	38,514	0.3%	Technology
ISCF iShares International Small Cap Equity Factor ETF	$7,686,976	$619,005 â–²	8.8%	177,569	0.3%	ETF
GE VERNOVA INC	$7,674,186	$1,258,275 â–²	19.6%	6,532	0.3%	COM
PG Procter & Gamble	$7,514,713	$5,083,862 â–²	209.1%	51,246	0.3%	Consumer Staples
CSCO Cisco Systems	$7,465,875	$6,454,192 â–²	638.0%	63,561	0.3%	Technology
AZNCF AstraZeneca	$7,361,339	$7,287,460 â–²	9,864.1%	39,358	0.3%	Healthcare
H Hyatt Hotels	$7,101,135	$6,943,543 â–²	4,406.0%	36,634	0.3%	Consumer Discretionary
ICE Intercontinental Exchange	$7,021,825	$4,368,558 â–²	164.6%	57,037	0.3%	Finance
NOW ServiceNow	$7,013,537	$2,814,191 â–¼	-28.6%	70,644	0.3%	Technology
VB Vanguard Small-Cap ETF	$6,974,933	$2,898,189 â–²	71.1%	23,010	0.3%	ETF
QQQ Invesco QQQ	$6,913,323	$3,338,101 â–²	93.4%	9,388	0.3%	ETF
VONE Vanguard Russell 1000 ETF	$6,907,899	$407,483 â–¼	-5.6%	20,394	0.3%	ETF
META Meta Platforms	$6,775,815	$1,672,408 â–²	32.8%	12,029	0.3%	Communication Services
VO Vanguard Mid-Cap ETF	$6,726,950	$6,719,699 â–²	92,668.9%	83,492	0.3%	ETF
SHEL Shell	$6,565,234	$6,453,809 â–²	5,792.1%	84,669	0.3%	Energy
VTI Vanguard Total Stock Market ETF	$6,448,687	$3,833,984 â–²	146.6%	17,427	0.3%	ETF
META Meta Platforms	$6,331,943	$1,228,536 â–²	24.1%	11,241	0.3%	Communication Services
AKRE FOCUS ETF	$6,144,083	$4,965,339 â–²	421.2%	115,512	0.3%	COM
DFAE Dimensional Emerging Core Equity Market ETF	$5,762,277	$465,510 â–²	8.8%	143,305	0.2%	ETF
SONY Sony	$5,757,541	$2,485,173 â–²	75.9%	287,016	0.2%	Consumer Discretionary
ARISTA NETWORKS INC	$5,624,897	$5,361,923 â–²	2,039.0%	33,111	0.2%	COM
CHENIERE ENERGY INC COM	$5,479,543	$1,756,484 â–²	47.2%	22,926	0.2%	COM
MS Morgan Stanley	$5,449,882	$3,715,686 â–²	214.3%	26,071	0.2%	Finance
AXP American Express	$5,405,573	$313,558 â–²	6.2%	15,981	0.2%	Finance
CB Chubb	$5,388,463	$164,237 â–²	3.1%	15,814	0.2%	Finance
VUG Vanguard Growth ETF	$5,289,620	$4,423,479 â–²	510.7%	61,407	0.2%	ETF
LLY Eli Lilly and Company	$5,247,542	$2,957,815 â–²	129.2%	4,375	0.2%	Healthcare

Showing largest 100 holdings. View all holdings.

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SouthState Bank Top Holdings and 13F Report (2026)

About SouthState Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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SouthState Bank Top Holdings and 13F Report (2026)

About SouthState Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSouthState Bank

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools