Position in SSB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$58,641
New position
Shares Held
587
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#452
of 549 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Concord Wealth Partners holds $4,731,684 across 13 Banks - Regional names. SSB ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
69,645 | $3,469,713 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,889 | $711,329 | |
| 3 | LOB |
Live Oak Bancshares, Inc.
|
2,850 | $116,394 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
2,728 | $115,421 | |
| 5 | SSB |
SouthState Bank Corp
This page
|
587 | $58,641 | |
| 6 | FITB |
Fifth Third Bancorp
|
979 | $55,186 | |
| 7 | FCBC |
First Community Bankshares Inc /Va/
|
1,141 | $50,683 | |
| 8 | KEY |
Keycorp /New/
|
2,183 | $50,318 |
All Filings in SSB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,641 | 587 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||