Position in SSB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$230,469
+$18,969 QoQ
Shares Held
2,307
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#413
of 552 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, 2026Abacus Planning Group, Inc. holds $8,415,926 across 8 Banks - Regional names. SSB ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
15,098 | $3,593,474 | |
| 2 | SFST |
Southern First Bancshares Inc
|
29,239 | $1,786,502 | |
| 3 | BPOP |
Popular, Inc.
|
7,311 | $1,200,319 | |
| 4 | FCCO |
First Community Corp /Sc/
|
21,188 | $692,423 | |
| 5 | TFC |
Truist Financial Corp
|
9,865 | $491,474 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,041 | $256,315 | |
| 7 | SSB |
SouthState Bank Corp
This page
|
2,307 | $230,469 | |
| 8 | ASRV |
Ameriserv Financial Inc /Pa/
|
42,513 | $164,950 |
All Filings in SSB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,469 | 2,307 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $211,500 | 2,286 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $215,135 | 2,286 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $226,016 | 2,286 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||