Filer Snapshot

SouthState Bank Corp

CIK 0000764038. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

269

Latest filing

05 May 2026

Industry

State Commercial Banks

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$2.14B

1,277 holdings for Q1 2026

Open portfolio

Largest parsed holding

AAPL

$112.91M reported value

Open holding

13D/G large stake

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Forms 3/4/5

4 filed on 05 May 2026 for CIK 0000764038.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$2.14B

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$2.14B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
AAPL MSFT AVGO PHYS BRKB
+15 moreJPM IVV V GOOG AMZN MA WMT SHY PH TJX VLO NEE RMOP DFUS COST

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

AAPL MSFT AVGO PHYS BRKB JPM IVV V
+12 moreGOOG AMZN MA WMT SHY PH TJX VLO NEE RMOP DFUS COST
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 2 identity fields
Business address
1101 First Street South, Suite 202, Winter Haven, FL, 33880
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
FL
Fiscal year end
31 December
Former names on EDGAR
SouthState Corp (to 28 Aug 2025) SOUTH STATE Corp (to 03 Sep 2021) FIRST FINANCIAL HOLDINGS INC. (to 25 Jun 2014) SCBT FINANCIAL CORP (to 26 Jul 2013) FIRST NATIONAL CORP /SC/ (to 20 Feb 2004)

Filer intelligence

What SEC filings say about SouthState Bank Corp

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $2.14B across 1,277 reported holdings for Q1 2026.
  • Largest parsed 13F holding: AAPL at $112.91M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1,277 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 05 May 2026

Top 5 concentration

19%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$397.35M

Compared with $2.14B total 13F value.

Top 5 net change

-$7.12M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: VCSH ยท Largest trim: AZN

AAPL MSFT AVGO PHYS BRKB Other holdings

AAPL

5.3%

Apple Inc

$112.91M

MSFT

4.4%

Microsoft Corp

$95.03M

AVGO

3.1%

Broadcom Inc

$67.2M

PHYS

2.9%

Sprott Physical Gold Trust

$61.5M

BRKB

2.8%

Berkshire Hathaway Inc Del

$60.7M

Latest update

What changed recently for SouthState Bank Corp

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

05 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 05 May 2026.

Benchmark Context

Benchmark context for this company

SouthState Bank Corp has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Latest company facts filing date: 01 May 2026.
  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0000764038 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
269
First seen
14 Feb 2014
Latest filing
05 May 2026
Entity
Company

Industry context: State Commercial Banks.

Latest Filings

Showing the latest 12 of 269 SEC filings for SouthState Bank Corp.

4

4 filing

Filing date
05 May 2026
Reporting date
04 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
05 May 2026
Reporting date
04 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
05 May 2026
Reporting date
04 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
05 May 2026
Reporting date
04 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
05 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
04 May 2026
Reporting date
01 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
04 May 2026
Reporting date
01 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
04 May 2026
Reporting date
01 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
04 May 2026
Reporting date
01 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
04 May 2026
Reporting date
01 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
04 May 2026
Reporting date
01 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
4

4 filing

Filing date
04 May 2026
Reporting date
01 May 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
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