Position in SSB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,669,523
-$16,551 QoQ
Shares Held
18,045
+0.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026HB Wealth Management, LLC holds $73,564,806 across 55 Banks - Regional names. SSB ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
263,377 | $13,698,237 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
54,330 | $11,305,529 | |
| 3 | TFC |
Truist Financial Corp
|
131,893 | $6,063,121 | |
| 4 | FITB |
Fifth Third Bancorp
|
126,840 | $5,892,986 | |
| 5 | RF |
Regions Financial Corp
|
114,852 | $2,999,934 | |
| 6 | TRMK |
Trustmark Corp
|
66,317 | $2,794,598 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
37,947 | $2,275,681 | |
| 8 | SSB |
SouthState Bank Corp
This page
|
18,045 | $1,669,523 |
All Filings in SSB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,669,523 | 18,045 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,686,074 | 17,916 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,789,250 | 18,097 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||