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Smartleaf Asset Management’s SouthState Bank Corp SSB Stock Holding History

Smartleaf Asset Management’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 		$20.4K Sell
226
-422
-65% -$41.4K ﹤0.01% 1940
2025
Q4 		$61.6K Sell
648
-37
-5% -$3.43K ﹤0.01% 1442
2025
Q3 		$68K Buy
685
+60
+10% +$5.89K ﹤0.01% 1251
2025
Q2 		$56.9K Sell
625
-73
-10% -$6.41K 0.01% 1112
2025
Q1 		$64.4K Buy
698
+640
+1,103% +$63K 0.01% 1025
2024
Q4 		$5.83K Buy
58
+47
+427% +$4.84K ﹤0.01% 2194
2024
Q3 		$1.05K Sell
11
-45
-80% -$4.12K ﹤0.01% 2646
2024
Q2 		$4.17K Buy
56
+44
+367% +$3.41K ﹤0.01% 1888
2024
Q1 		$1.01K Buy
+12
New +$988 ﹤0.01% 1623

Other funds holding SSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Smartleaf Asset Management's SSB Position: Q1 2026 in Review

Smartleaf Asset Management reduced its SouthState Bank Corp (SSB) stake by 65% in Q1 2026, selling an estimated $41.4K and leaving 226 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1940.

Smartleaf Asset Management first reported a position in SSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $68K in Q3 2025. 511 funds tracked by Wall St. Rank hold SSB as of Q1 2026.

  • Smartleaf Asset Management held 226 shares of SouthState Bank Corp worth $20.4K as of Q1 2026.
  • Smartleaf Asset Management sold 422 SouthState Bank Corp shares in Q1 2026, an estimated $41.4K.
  • SouthState Bank Corp made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1940 holding.
  • Smartleaf Asset Management first reported a position in SouthState Bank Corp in Q1 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's SouthState Bank Corp position peaked at $68K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.