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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
Q2 		$501K Sell
5,018
-17
-0.3% -$1.64K 0.18% 147
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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimize Financial's SSB Position: Q2 2026 in Review

Optimize Financial reduced its SouthState Bank Corp (SSB) stake by 0.34% in Q2 2026, selling an estimated $1.64K and leaving 5,018 shares worth $501K. The position accounts for 0.18% of the portfolio, ranked #147.

Optimize Financial first reported a position in SSB in Q1 2026 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold SSB as of Q2 2026.

  • Optimize Financial held 5,018 shares of SouthState Bank Corp worth $501K as of Q2 2026.
  • Optimize Financial sold 17 SouthState Bank Corp shares in Q2 2026, an estimated $1.64K.
  • SouthState Bank Corp made up 0.18% of Optimize Financial's portfolio in Q2 2026, its #147 holding.
  • Optimize Financial first reported a position in SouthState Bank Corp in Q1 2026 and has held it in 2 quarters since.
  • 559 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.