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Optimize Financial’s SouthState Bank Corp SSB Stock Holding History

Optimize Financial’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
Q1 		$466K Buy
+5,035
New +$494K 0.23% 121

Other funds holding SSB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Optimize Financial's SSB Position: Q1 2026 in Review

Optimize Financial opened a new position in SouthState Bank Corp (SSB) in Q1 2026: 5,035 shares worth $466K. The stake represents 0.23% of the portfolio and ranks #121 among its holdings.

515 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Optimize Financial held 5,035 shares of SouthState Bank Corp worth $466K as of Q1 2026.
  • SouthState Bank Corp was a new Optimize Financial position in Q1 2026.
  • SouthState Bank Corp made up 0.23% of Optimize Financial's portfolio in Q1 2026, its #121 holding.
  • 515 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.