Position in SSB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$15,884
+$13,061 QoQ
Shares Held
159
+430.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#478
of 549 holders
Holding Since
Dec 2025
2 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, 2026Acumen Wealth Advisors, LLC holds $4,861,691 across 24 Banks - Regional names. SSB ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
64,487 | $3,895,014 | |
| 2 | FHN |
First Horizon Corp
|
11,350 | $291,014 | |
| 3 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,119 | $213,764 | |
| 4 | RF |
Regions Financial Corp
|
4,025 | $121,555 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
323 | $79,529 | |
| 6 | BPOP |
Popular, Inc.
|
203 | $33,328 | |
| 7 | UMBF |
Umb Financial Corp
|
208 | $29,694 | |
| 8 | WAL |
Western Alliance Bancorporation
|
279 | $22,933 |
All Filings in SSB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,884 | 159 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $2,823 | 30 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||