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M Holdings Securities, Inc.

Broker-Dealer

Position in SSB — SouthState Bank Corp

CIK 1569638 PORTLAND, OR

Position in SSB

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$2,092,894
New position
Shares Held
22,621
first reported quarter
Ownership
0.023%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

M Holdings Securities, Inc. holds $4,906,530 across 3 Banks - Regional names.

# Ticker Company Shares Value (USD) Open

All Filings in SSB

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $2,092,894 22,621