Position in SSB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$317,621
-$132,731 QoQ
Shares Held
3,433
-24.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026J.W. COLE ADVISORS, INC. holds $7,980,566 across 14 Banks - Regional names. SSB ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
48,481 | $2,228,671 | |
| 2 | IBN |
Icici Bank Ltd
|
63,841 | $1,653,481 | |
| 3 | RF |
Regions Financial Corp
|
39,552 | $1,033,098 | |
| 4 | BOH |
Bank Of Hawaii Corp
|
6,615 | $491,163 | |
| 5 | FHB |
First Hawaiian, Inc.
|
17,252 | $425,089 | |
| 6 | AX |
Axos Financial, Inc.
|
4,315 | $367,163 | |
| 7 | SSB |
SouthState Bank Corp
This page
|
3,433 | $317,621 | |
| 8 | MTB |
M&T Bank Corp
|
1,200 | $248,064 |
All Filings in SSB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $317,621 | 3,433 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $450,352 | 4,555 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||