Position in SSB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$350,349
+$25,882 QoQ
Shares Held
3,507
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#352
of 549 holders
Holding Since
Mar 2026
2 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, 2026Palacios Wealth Management, LLC holds $350,349 across 1 Banks - Regional name. SSB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SSB |
SouthState Bank Corp
This page
|
3,507 | $350,349 |
All Filings in SSB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,349 | 3,507 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $324,467 | 3,507 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||