Position in SSB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$238,960
-$93,001 QoQ
Shares Held
2,392
-33.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#406
of 549 holders
Holding Since
Dec 2025
3 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, 2026Aaron Wealth Advisors LLC holds $21,613,854 across 31 Banks - Regional names. SSB ranks #27 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MFG |
Mizuho Financial Group Inc
|
213,939 | $2,049,535 | |
| 2 | HDB |
Hdfc Bank Ltd
|
62,141 | $1,605,102 | |
| 3 | IBN |
Icici Bank Ltd
|
52,972 | $1,537,777 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
21,830 | $1,529,628 | |
| 5 | USB |
US Bancorp De
|
23,940 | $1,445,976 | |
| 6 | KB |
KB Financial Group Inc.
|
11,412 | $1,197,803 | |
| 7 | LYG |
Lloyds Banking Group plc
|
196,676 | $1,146,621 | |
| 8 | NWG |
NatWest Group plc
|
63,031 | $1,111,236 |
All Filings in SSB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,960 | 2,392 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $331,961 | 3,588 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $462,927 | 4,919 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||