Position in SSB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,794
+$428 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#495
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, 2026Key Financial Inc holds $5,857,396 across 33 Banks - Regional names. SSB ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STBA |
S&T Bancorp Inc
|
48,205 | $2,365,901 | |
| 2 | MRBK |
Meridian Corp
|
59,366 | $1,189,100 | |
| 3 | FULT |
Fulton Financial Corp
|
44,833 | $1,084,510 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,314 | $323,533 | |
| 5 | BWFG |
Bankwell Financial Group, Inc.
|
2,900 | $170,375 | |
| 6 | USB |
US Bancorp \De\
|
1,828 | $110,411 | |
| 7 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,040 | $104,915 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
1,830 | $83,868 |
All Filings in SSB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,794 | 58 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,366 | 58 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,458 | 58 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,734 | 58 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||