Superior Planning, LLC’s SouthState Bank Corp SSB Stock Holding History

Superior Planning, LLC’s Portfolio SSB Stock Details SSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.59K	Buy	+16	New	+$1.68K	﹤0.01%	1625

Other funds holding SSB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's SSB Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in SouthState Bank Corp (SSB) in Q3 2026: 16 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #1625 among its holdings.

379 funds tracked by Wall St. Rank hold SSB as of Q3 2026.

Superior Planning, LLC held 16 shares of SouthState Bank Corp worth $1.59K as of Q3 2026.
SouthState Bank Corp was a new Superior Planning, LLC position in Q3 2026.
SouthState Bank Corp made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1625 holding.
379 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.