Position in SSB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$514,085
+$37,978 QoQ
Shares Held
5,146
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#304
of 549 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ProVise Management Group, LLC holds $6,394,239 across 6 Banks - Regional names. SSB ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLY |
Valley National Bancorp
|
327,018 | $4,790,813 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,201 | $541,930 | |
| 3 | SSB |
SouthState Bank Corp
This page
|
5,146 | $514,085 | |
| 4 | TFC |
Truist Financial Corp
|
4,076 | $203,066 | |
| 5 | FNB |
Fnb Corp/Pa/
|
10,283 | $196,199 | |
| 6 | LYG |
Lloyds Banking Group plc
|
25,411 | $148,146 |
All Filings in SSB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,085 | 5,146 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $476,107 | 5,146 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $550,919 | 5,854 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $578,290 | 5,849 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||