Position in SSB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$879,619
+$64,981 QoQ
Shares Held
8,805
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#258
of 552 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, 2026Summit Wealth Partners, LLC holds $1,345,691 across 3 Banks - Regional names. SSB ranks #1 (65.4% of the industry book) .
All Filings in SSB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $879,619 | 8,805 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $814,638 | 8,805 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $828,638 | 8,805 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,036,454 | 10,483 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||