Position in SSB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$665,833
+$49,188 QoQ
Shares Held
6,665
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#19
of 60 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, 2026SeaCrest Wealth Management, LLC holds $11,656,036 across 17 Banks - Regional names. SSB ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
43,837 | $2,183,959 | |
| 2 | WBS |
Webster Financial Corp
|
23,936 | $1,829,189 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
19,324 | $1,354,032 | |
| 4 | EBC |
Eastern Bankshares, Inc.
|
46,000 | $1,023,040 | |
| 5 | DCOM |
Dime Commercial Bancshares, Inc. /NY/
|
19,593 | $796,455 | |
| 6 | FBNC |
First Bancorp /Nc/
|
11,035 | $705,467 | |
| 7 | SSB |
SouthState Bank Corp
This page
|
6,665 | $665,833 | |
| 8 | CLBK |
Columbia Financial, Inc.
|
24,100 | $511,402 |
All Filings in SSB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $665,833 | 6,665 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $616,645 | 6,665 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $627,243 | 6,665 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $658,968 | 6,665 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||