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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 is a regional bank and subsidiary of SouthState Corporation, a financial services company. It provides personal and business banking services, including deposit accounts, loans, mortgage lending, treasury management and wealth management. For more information on SouthState Bank stock, visit the SouthState Bank stock profile here.

Investment Activity

  • SouthState Bank has $2.48 billion in total holdings as of September 30, 2026.
  • SouthState Bank owns shares of 1,704 different stocks, but just 97 companies or ETFs make up 80% of its holdings.
  • Approximately 44.79% of the portfolio was purchased this quarter.
  • About 2.66% of the portfolio was sold this quarter.
  • This quarter, SouthState Bank has purchased 1,632 new stocks and bought additional shares in 619 stocks.
  • SouthState Bank sold shares of 318 stocks and completely divested from 76 stocks this quarter.

Largest Holdings

Apple
$148,657,242
Microsoft
$130,463,809
Broadcom
$74,557,638
Visa
$55,241,598

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$4,811,216 Holding
29667J101 - Esquire Financial
$629,213 Holding
02072Q242 - EA SERIES TRUST
$360,500 Holding
LLC577099 - LAUNCHPOINT ELECTRICAL PROPULS
$180,000 Holding
78470P408 - SPDR SSGA US Sector Rotation ETF
$142,848 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
89,895 shares (about $68.85M)
Visa
144,719 shares (about $52.00M)
Alphabet
149,639 shares (about $50.99M)
SPROTT PHYSICAL GOLD TRUST
1,459,255 shares (about $45.63M)
Mastercard
75,073 shares (about $41.40M)

Largest Sales this Quarter

Micron Technology
3,576 shares (about $3.81M)
Oracle
19,487 shares (about $2.68M)
Boston Scientific
58,756 shares (about $2.56M)
Broadcom
5,827 shares (about $2.05M)
Trimble
30,665 shares (about $1.75M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSouthState Bank

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$148,657,242$667,040 ▼-0.4%446,3916.0%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$130,463,809$614,454 ▼-0.5%254,3655.3%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$74,557,638$2,046,384 ▼-2.7%212,3003.0%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$73,155,524$68,846,086 ▲1,597.6%95,5222.9%ETF
Visa Inc. stock logo
V
Visa
$55,241,598$52,001,879 ▲1,605.1%153,7352.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$53,214,047$50,987,993 ▲2,290.5%156,1722.1%Communication Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$48,464,975$37,897,480 ▲358.6%97,3292.0%Finance
SPROTT PHYSICAL GOLD TRUST
$48,050,858$45,630,904 ▲1,885.6%1,536,6441.9%COM
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$47,676,242$38,770,960 ▲435.4%144,1111.9%Finance
Valero Energy Corporation stock logo
VLO
Valero Energy
$44,289,481$1,307,021 ▼-2.9%114,2631.8%Energy
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$42,437,470$32,271,652 ▲317.5%170,3291.7%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$42,129,551$41,400,508 ▲5,678.7%76,3951.7%Finance
ROCKEFELLER OPPORTUNISTIC MUNI
$36,822,627$36,357,194 ▲7,811.5%1,572,4071.5%COM
Micron Technology, Inc. stock logo
MU
Micron Technology
$33,803,397$3,808,833 ▼-10.1%31,7371.4%Technology
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$33,676,644$32,540,650 ▲2,864.5%35,2481.4%Industrials
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$33,015,758$31,393,707 ▲1,935.4%406,5981.3%ETF
J.P. MORGAN EXCHANGE-TRADED FU
$31,310,948$30,704,228 ▲5,060.7%619,2831.3%COM
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$29,131,517$637,837 ▲2.2%350,8551.2%ETF
WALMART INC
$28,464,416$322,776 ▲1.1%273,9071.1%COM
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$26,906,738$21,844,513 ▲431.5%23,2541.1%Healthcare
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$25,620,355$23,431,089 ▲1,070.3%331,6551.0%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$24,614,905$23,918,475 ▲3,434.4%105,5031.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$23,791,943$14,996,116 ▲170.5%104,1771.0%Technology
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$23,128,233$507,528 ▲2.2%268,6830.9%Consumer Staples
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$22,752,145$167,537 ▼-0.7%300,3980.9%Utilities
Chevron Corporation stock logo
CVX
Chevron
$21,736,773$281,810 ▼-1.3%106,4430.9%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$20,416,577$39,500 ▼-0.2%78,0480.8%Healthcare
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$20,382,001$8,957,631 ▲78.4%242,4120.8%ETF
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$20,207,583$16,324,875 ▲420.5%46,4190.8%Industrials
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$19,475,767$12,372,705 ▲174.2%147,1980.8%Consumer Discretionary
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$18,768,491$15,215,113 ▲428.2%265,8050.8%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$18,074,683$17,187,983 ▲1,938.4%217,8460.7%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$17,669,350$528,771 ▲3.1%426,4870.7%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$16,148,469$15,199,158 ▲1,601.1%128,4990.7%ETF
J P MORGAN EXCHANGE TRADED F
$16,130,843$372,301 ▼-2.3%360,2240.7%CORE PLUS BD ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$15,811,426$15,382,142 ▲3,583.2%29,3920.6%Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$15,601,147$625,878 ▼-3.9%54,8390.6%Consumer Discretionary
Union Pacific Corporation stock logo
UNP
Union Pacific
$15,356,841$180,150 ▼-1.2%56,4320.6%Industrials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$15,264,039$12,031,251 ▲372.2%20,0150.6%ETF
Oracle Corporation stock logo
ORCL
Oracle
$15,137,874$11,398,783 ▲304.9%110,2540.6%Technology
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$14,628,600$215,540 ▲1.5%194,0390.6%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$14,585,467$6,062,864 ▲71.1%16,0220.6%Consumer Staples
Chubb Limited stock logo
CB
Chubb
$14,240,096$9,096,592 ▲176.9%43,7820.6%Finance
VictoryShares Core Intermediate Bond ETF stock logo
UITB
VictoryShares Core Intermediate Bond ETF
$14,121,052$1,107,650 ▼-7.3%316,3070.6%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$13,745,563$13,594,305 ▲8,987.5%31,9880.6%Industrials
Bank of America Corporation stock logo
BAC
Bank of America
$13,363,000$13,186,266 ▲7,461.1%245,5080.5%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$13,201,458$9,381,727 ▲245.6%97,0410.5%ETF
Blackstone Inc. stock logo
BX
Blackstone
$12,972,288$12,912,992 ▲21,777.3%115,7310.5%Finance
ISHARES TR/ISHARES 0-3 MNTH TR
$12,935,064$3,022,212 ▲30.5%128,4770.5%COM
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$12,621,389$7,717,024 ▲157.4%31,0390.5%Healthcare
Danaher Corporation stock logo
DHR
Danaher
$12,461,523$7,314,695 ▲142.1%56,2470.5%Healthcare
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$12,176,332$7,866,865 ▲182.5%15,8990.5%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$12,080,211$1,706,844 ▲16.5%30,4050.5%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$11,840,137$760,417 ▲6.9%34,4110.5%Communication Services
L3Harris Technologies Inc stock logo
LHX
L3Harris Technologies
$11,765,599$7,778,934 ▲195.1%49,6900.5%Industrials
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$11,712,588$6,179,203 ▲111.7%129,9810.5%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$11,459,083$7,646,112 ▲200.5%149,9880.5%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$11,339,517$84,837 ▼-0.7%134,8660.5%ETF
Amgen Inc. stock logo
AMGN
Amgen
$11,306,163$97,369 ▼-0.9%26,8230.5%Healthcare
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$10,712,994$7,717,951 ▲257.7%28,6260.4%ETF
Snap-On Incorporated stock logo
SNA
Snap-On
$10,614,182$230,364 ▲2.2%29,2120.4%Industrials
BARRICK MINING CORP.
$10,456,013$7,175,286 ▲218.7%257,0940.4%COM
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$10,425,348$9,396,480 ▲913.3%14,8750.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$10,312,767$766,954 ▼-6.9%29,9720.4%Communication Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$10,268,472$237,737 ▼-2.3%38,7870.4%Healthcare
J P MORGAN EXCHANGE TRADED F
$10,230,199$8,757,566 ▲594.7%147,8990.4%HEDG EQU LAD ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,722,199$845,539 ▼-8.0%19,5240.4%Finance
Elevance Health, Inc. stock logo
ELV
Elevance Health
$9,582,469$6,426,806 ▲203.7%24,6450.4%Healthcare
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,385,231$780,587 ▼-7.7%37,6690.4%Consumer Discretionary
iShares International Small Cap Equity Factor ETF stock logo
ISCF
iShares International Small Cap Equity Factor ETF
$8,557,049$626,804 ▲7.9%191,6040.3%ETF
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$8,409,844$5,206,724 ▲162.6%55,3170.3%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,325,007$580,276 ▼-6.5%25,1640.3%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$8,153,787$3,898,735 ▲91.6%37,7350.3%ETF
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$8,133,334$7,996,747 ▲5,854.7%85,5690.3%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,132,169$19,580 ▼-0.2%11,2140.3%Communication Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,028,712$767,130 ▼-8.7%35,1550.3%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,009,614$142,135 ▼-1.7%11,0450.3%Communication Services
ServiceNow, Inc. stock logo
NOW
ServiceNow
$8,004,016$1,462,987 ▼-15.5%59,7270.3%Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$7,868,980$653,624 ▼-7.7%8,6440.3%Consumer Staples
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$7,785,161$7,720,841 ▲12,003.8%47,8100.3%Healthcare
ARISTA NETWORKS INC
$7,524,483$1,727,665 ▲29.8%36,9590.3%COM
Invesco QQQ stock logo
QQQ
Invesco QQQ
$7,174,290$4,070,215 ▲131.1%9,6980.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,908,124$5,974,649 ▲640.0%64,1840.3%Technology
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$6,887,684$127,970 ▼-1.8%20,0220.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$6,883,511$6,085,633 ▲762.7%47,3810.3%Consumer Staples
GE VERNOVA INC
$6,514,659$306,058 ▲4.9%6,8540.3%COM
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$6,477,104$625,959 ▼-8.8%48,9540.3%Consumer Discretionary
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$6,447,850$2,317,414 ▲56.1%22,6650.3%ETF
CHENIERE ENERGY INC COM
$6,364,981$2,049,202 ▲47.5%23,6590.3%COM
Hyatt Hotels Corporation stock logo
H
Hyatt Hotels
$5,859,426$5,730,517 ▲4,445.4%36,9540.2%Consumer Discretionary
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$5,750,572$217,166 ▲3.9%63,8170.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$5,661,061$5,632,830 ▲19,952.5%72,1890.2%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$5,561,916$71,387 ▼-1.3%141,4890.2%ETF
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$5,522,001$5,233,012 ▲1,810.8%12,3820.2%Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$5,340,532$3,777,023 ▲241.6%28,3950.2%Finance
ARISTA NETWORKS INC
$5,182,791$614,027 ▼-10.6%25,4570.2%COM SHS
iShares 0-5 Year High Yield Corporate Bond ETF stock logo
SHYG
iShares 0-5 Year High Yield Corporate Bond ETF
$5,168,130$5,020,249 ▲3,394.8%125,2880.2%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$5,034,813$4,612,544 ▲1,092.3%5,5920.2%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$5,029,756$4,712,901 ▲1,487.4%20,2870.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,917,625$144,636 ▼-2.9%4,2500.2%Healthcare

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