Position in SSB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,029,469
+$75,403 QoQ
Shares Held
10,305
-0.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.16%
of 13F equity value
Holder Rank
#239
of 549 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026KDK Private Wealth Management, LLC holds $1,029,469 across 1 Banks - Regional name. SSB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSB |
SouthState Bank Corp
This page
|
10,305 | $1,029,469 |
All Filings in SSB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029,469 | 10,305 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $954,066 | 10,312 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $971,873 | 10,327 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,018,855 | 10,305 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||