Nicholson Wealth Management Group, LLC
Position in SSB — SouthState Bank Corp
CIK 2035982
CHARLESTOWN, SC
Position in SSB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$640,145
-$29,071 QoQ
Shares Held
6,919
-2.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Nicholson Wealth Management Group, LLC holds $6,894,530 across 4 Banks - Regional names. SSB ranks #4 (9.3% of the industry book) .
All Filings in SSB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $640,145 | 6,919 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $669,216 | 7,111 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $703,064 | 7,111 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||