Position in SSB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$322,577
+$23,830 QoQ
Shares Held
3,229
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#362
of 549 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Segment Wealth Management, LLC holds $3,468,137 across 2 Banks - Regional names. SSB ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 79,999 | $3,145,560 | |||
| 2 | SSB |
SouthState Bank Corp
This page
|
3,229 | $322,577 |
All Filings in SSB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,577 | 3,229 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $298,747 | 3,229 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $303,881 | 3,229 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $317,076 | 3,207 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||