Position in SSB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,207,690
+$166,514 QoQ
Shares Held
22,099
+0.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#182
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, 2026Cyndeo Wealth Partners, LLC holds $8,492,706 across 6 Banks - Regional names. SSB ranks #2 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
13,547 | $3,335,542 | |
| 2 | SSB |
SouthState Bank Corp
This page
|
22,099 | $2,207,690 | |
| 3 | CZFS |
Citizens Financial Services Inc
|
16,381 | $1,186,639 | |
| 4 | TFC |
Truist Financial Corp
|
15,851 | $789,696 | |
| 5 | FITB |
Fifth Third Bancorp
|
13,023 | $734,106 | |
| 6 | RF |
Regions Financial Corp
|
7,915 | $239,033 |
All Filings in SSB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,207,690 | 22,099 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,041,176 | 22,062 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,076,254 | 22,062 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,181,269 | 22,062 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||