Position in SSB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$233,166
+$15,744 QoQ
Shares Held
2,334
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#409
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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $11,860,060 across 17 Banks - Regional names. SSB ranks #16 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNST |
Renasant Corp
|
71,322 | $3,034,037 | |
| 2 | TFC |
Truist Financial Corp
|
29,046 | $1,447,071 | |
| 3 | KEY |
Keycorp /New/
|
39,997 | $921,930 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,597 | $885,653 | |
| 5 | USB |
US Bancorp De
|
14,171 | $855,928 | |
| 6 | RF |
Regions Financial Corp
|
27,615 | $833,973 | |
| 7 | BUSE |
First Busey Corp /Nv/
|
22,252 | $656,434 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
243 | $505,631 |
All Filings in SSB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,166 | 2,334 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $217,422 | 2,350 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $218,523 | 2,322 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||