Position in SSB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,142,354
+$250,734 QoQ
Shares Held
31,455
+0.6% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#155
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, 2026BIP Wealth, LLC holds $10,319,595 across 10 Banks - Regional names. SSB ranks #1 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSB |
SouthState Bank Corp
This page
|
31,455 | $3,142,354 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
5,581 | $1,374,153 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
13,572 | $1,369,143 | |
| 4 | TFC |
Truist Financial Corp
|
25,129 | $1,251,926 | |
| 5 | ABCB |
Ameris Bancorp
|
11,361 | $1,025,443 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
21,648 | $992,127 | |
| 7 | RF |
Regions Financial Corp
|
18,344 | $553,988 | |
| 8 | TFIN |
Triumph Financial, Inc.
|
4,030 | $307,529 |
All Filings in SSB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,142,354 | 31,455 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,891,620 | 31,254 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,880,895 | 30,612 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $3,027,498 | 30,621 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||