Nicholson Wealth Management Group, LLC SSB — SOUTHSTATE CORPORATION

Ownership history in Nicholson Wealth Management Group, LLC  ·  7 quarters on record

AI Ownership Summary

Nicholson Wealth Management Group, LLC reported SOUTHSTATE CORPORATION (SSB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.57% in 2024 Q3. The latest visible filing shows SSB at 0.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nicholson Wealth Management Group, LLC's position in SOUTHSTATE CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SSB was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SSB stock page Nicholson Wealth Management Group, LLC fund profile Nicholson Wealth Management Group, LLC full holdings
How Nicholson Wealth Management Group, LLC held SSB — position size vs. price
% of Fund (quarterly)    SSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,919 -192 -2.7% 0.37% $640K 2026-05-04 $95.87
2025 Q4 UNCHANGED — — — 7,111 — 0% 0.39% $669K 2026-01-26 $99.17
2025 Q3 REDUCED — — — 7,111 -90 -1.2% 0.41% $703K 2025-11-04 $86.28
2025 Q2 ADDED — — — 7,201 +125 +1.8% 0.41% $663K 2025-07-29 $94.68
2025 Q1 REDUCED — — — 7,076 -44 -0.6% 0.43% $657K 2025-05-12 $89.50
2024 Q4 REDUCED — — — 7,120 -6 -0.1% 0.47% $708K 2025-02-03 $99.44
2024 Q3 INITIATED — — — 7,126 — — 0.57% $693K 2024-10-23 $92.73

🏢 Other funds also holding SSB

As of 2026 Q1 — sorted by position size

Red Spruce Capital, LLC 3Y 1.38% SALZHAUER MICHAEL 3Y 7Y 1.38% DEPRINCE RACE & ZOLLO INC 3Y 7Y 1.27% KDK Private Wealth Management, LLC 0.87% Oliver Luxxe Assets LLC 3Y 7Y 0.49% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.41% Leeward Investments, LLC - MA 3Y 0.38% Richard Young Associates, Ltd. 0.3% BURKETT FINANCIAL SERVICES, LLC 0.3% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.27%

FAQ About Nicholson Wealth Management Group, LLC and SSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Nicholson Wealth Management Group, LLC reported owning SSB?

Nicholson Wealth Management Group, LLC reported SSB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SSB position in Nicholson Wealth Management Group, LLC's portfolio?

The largest reported portfolio weight for SSB was 0.57% in 2024 Q3.

What is the latest reported SSB position on this page?

The most recent filing on this page is 2026 Q1, when Nicholson Wealth Management Group, LLC reported 6,919 shares, equal to 0.37% of portfolio, with an estimated market value of $640K.

What does the chart on this SSB ownership page compare?

The chart compares Nicholson Wealth Management Group, LLC's quarterly SSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Nicholson Wealth Management Group, LLC time their SSB position?

Based on 13F filing dates vs. subsequent SSB price moves, Nicholson Wealth Management Group, LLC correctly timed 2 out of 5 reported position changes (40%).

← Back to Nicholson Wealth Management Group, LLC Holdings