Q2 2026 13F · SEC CIK 764038

SouthState Bank Corp

Bank & trustFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.4B
Reported positions: 1,311
Top holdings a year, 3 yrs: +18.8%
Average holding period: 10.4 yrs

SouthState Bank Corp is a bank & trust that reported 1,311 positions worth $2.4B in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Apple Inc (AAPL, 5.4%), Microsoft Corp (MSFT, 4.0%), Broadcom Inc (AVGO, 3.4%). A portfolio copying its top holdings returned 18.8% a year over the last 3 years, against 20.4% for the S&P 500.

SouthState Bank Corp holdings largest 50 of 1,311 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

SouthState Bank Corp 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.4%	5.3%	448,394	+0.8%	$129.7M
MSFTMicrosoft Corp	4.0%	4.4%	255,563	-0.5%	$95.3M
AVGOBroadcom Inc	3.4%	3.1%	218,127	+0.5%	$82.4M
IVVIshares Tr	2.8%	2.3%	88,651	+19.1%	$66.4M
BRK-BBerkshire Hathaway Inc Del	2.6%	2.8%	123,246	-2.7%	$61.7M
GOOGAlphabet Inc	2.4%	2.1%	162,272	+3.3%	$57.3M
VVisa Inc	2.3%	2.2%	162,785	+4.4%	$55.9M
JPMJpmorgan Chase & Co	2.3%	2.3%	169,973	+2.2%	$55.6M
PHYSSprott Asset Management LP	2.1%	2.9%	1,651,138	-4.9%	$49.8M
AMZNAmazon Com Inc	2.1%	2.0%	208,294	+3.7%	$49.6M
MUMicron Technology Inc	1.7%	—	35,313	—	$40.8M
MAMastercard Incorporated	1.7%	1.8%	77,155	-2.2%	$39.6M
RMOPRockefeller Opportunistic Muni	1.5%	1.2%	1,409,240	+34.6%	$36.0M
PHParker-Hannifin Corp	1.5%	1.5%	35,899	+0.8%	$35.1M
SHYIshares Tr	1.3%	1.5%	389,010	+0.4%	$31.9M
WMTWalmart Inc	1.3%	1.5%	270,801	+1.8%	$30.7M
VLOValero Energy Corp	1.3%	1.3%	117,635	+1.7%	$30.6M
TJXTjx Cos Inc New	1.3%	1.5%	199,375	+0.9%	$30.2M
DFUSDimensional ETF Trust	1.2%	1.2%	343,173	-3.9%	$28.1M
VCSHVanguard Scottsdale Fds	1.2%	0.8%	352,248	+56.4%	$27.8M
ROKRockwell Automation Inc	1.1%	0.9%	54,349	-0.1%	$26.9M
NEENextera Energy Inc	1.1%	1.2%	302,610	+5.1%	$26.6M
VIGVanguard Specialized Funds	1.1%	1.1%	110,414	-1.0%	$26.1M
SPHQInvesco Exchange Traded Fd T	1.0%	—	272,332	—	$24.5M
LLYEli Lilly & Co	1.0%	—	20,005	—	$24.0M
ORCLOracle Corp	1.0%	1.2%	162,414	-5.3%	$23.8M
COSTCostco Wholesale Corporation	1.0%	1.2%	25,428	+0.2%	$23.8M
JMSTJ P Morgan Exchange Traded F	1.0%	0.8%	466,374	+42.5%	$23.8M
GOOGLAlphabet Inc	1.0%	0.8%	65,186	+4.9%	$23.3M
KOCoca Cola Co	0.9%	1.0%	262,787	-2.2%	$21.4M
CBChubb Limited	0.8%	0.9%	59,638	+2.8%	$20.3M
HDHome Depot Inc	0.8%	0.9%	57,039	-3.3%	$20.1M
ABBVAbbvie Inc	0.8%	0.8%	78,199	+3.7%	$19.7M
LHXL3harris Technologies Inc	0.8%	1.0%	66,222	+3.0%	$19.2M
VEUVanguard Intl Equity Index F	0.8%	0.8%	228,940	+2.0%	$19.2M
NVDANvidia Corporation	0.8%	—	95,682	—	$19.1M
ISRGIntuitive Surgical Inc	0.8%	1.0%	47,631	-0.6%	$18.9M
CVXChevron Corporation	0.7%	1.0%	107,823	+1.3%	$17.9M
SPYState Str Spdr S&p 500 ETF T	0.7%	0.7%	23,323	+2.8%	$17.4M
JCPBJ P Morgan Exchange Traded F	0.7%	0.8%	368,538	-4.8%	$17.3M
DFAIDimensional ETF Trust	0.7%	0.8%	413,724	-1.2%	$17.1M
IJRIshares Tr	0.7%	0.7%	114,357	+1.4%	$17.0M
VEAVanguard Ftse Developed Markets Index Fu	0.7%	—	236,472	—	$16.8M
VUGVanguard Index Fds	0.7%	0.6%	191,362	+503.3%	$16.5M
UITBVictory Portfolios II	0.7%	0.8%	341,118	-8.7%	$16.0M
DHRDanaher Corp Del	0.7%	0.8%	83,419	-12.2%	$15.9M
UNPUnion Pac Corp	0.6%	0.6%	57,094	+6.2%	$15.5M
BSVVanguard Bd Index Fds	0.6%	0.7%	195,916	+5.6%	$15.3M
DELLDell Technologies Inc	0.6%	—	35,317	—	$15.2M
VGTVanguard World Fd	0.6%	—	125,375	—	$15.0M

What SouthState Bank Corp bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+503.3% shares
VCSH Vanguard Scottsdale Fds+56.4% shares
JMST J P Morgan Exchange Traded F+42.5% shares
RMOP Rockefeller Opportunistic Muni+34.6% shares
IVV Ishares Tr+19.1% shares
UNP Union Pac Corp+6.2% shares
BSV Vanguard Bd Index Fds+5.6% shares
NEE Nextera Energy Inc+5.1% shares

Reduced

Left the top 50

B Barrick Mng Corpwas 0.7%
SONY Sony Group Corpwas 0.7%
BX Blackstone Incwas 0.6%
XOM Exxon Mobil Corpwas 0.6%
DGRO Ishares Trwas 0.6%
ICE Intercontinental Exchange Incwas 0.6%
BAC Bank of Amer Corpwas 0.6%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.0% /yr; S&P 500 +20.1%
3 years: +18.8% /yr; S&P 500 +20.4%
5 years: +11.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.4B	1,311
Q1 2026	$2.1B	1,277
Q4 2025	$2.2B	1,321
Q3 2025	$2.2B	1,334
Q2 2025	$2.3B	1,581
Q1 2025	$2.2B	1,704
Q4 2024	$1.5B	677
Q3 2024	$1.5B	614
Q2 2024	$1.4B	636
Q1 2024	$1.3B	671
Q4 2023	$1.2B	590
Q3 2023	$1.1B	632

Questions about SouthState Bank Corp's portfolio

What stocks does SouthState Bank Corp own?

SouthState Bank Corp's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 1,311 positions worth $2.4B. The largest are Apple Inc (AAPL) at 5.4%, Microsoft Corp (MSFT) at 4.0%, Broadcom Inc (AVGO) at 3.4%, Ishares Tr (IVV) at 2.8% and Berkshire Hathaway Inc Del (BRK-B) at 2.6%.

What did SouthState Bank Corp buy last quarter?

In Q2 2026, SouthState Bank Corp added Vanguard Index Fds (VUG) (+503.3% shares), Vanguard Scottsdale Fds (VCSH) (+56.4% shares) and J P Morgan Exchange Traded F (JMST) (+42.5% shares), compared with its Q1 2026 filing.

What did SouthState Bank Corp sell last quarter?

In Q2 2026, SouthState Bank Corp cut from its top 50 Barrick Mng Corp (B), cut from its top 50 Sony Group Corp (SONY), cut from its top 50 Blackstone Inc (BX), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ishares Tr (DGRO), Danaher Corp Del (DHR) (-12.2% shares), Victory Portfolios II (UITB) (-8.7% shares) and Oracle Corp (ORCL) (-5.3% shares), compared with its Q1 2026 filing.

How has SouthState Bank Corp's portfolio performed?

A portfolio copying SouthState Bank Corp's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.0% against +20.1%. Over 5 years: +11.3% a year against +11.6%.

When is SouthState Bank Corp's next 13F filing due?

13F filings are due 45 days after each quarter ends. SouthState Bank Corp's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.