Position in SSB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$553,845
+$44,153 QoQ
Shares Held
5,544
+0.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#299
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, 2026CFO4Life Group, LLC holds $2,581,845 across 5 Banks - Regional names. SSB ranks #2 (21.5% of the industry book) .
All Filings in SSB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,845 | 5,544 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $509,692 | 5,509 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $518,169 | 5,506 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $542,301 | 5,485 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||