Position in SSB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$62,037
+$4,583 QoQ
Shares Held
621
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#451
of 549 holders
Holding Since
Sep 2025
4 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, 2026Caldwell Trust Co holds $5,965,239 across 21 Banks - Regional names. SSB ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NIC |
Nicolet Bankshares Inc
|
12,578 | $2,080,275 | |
| 2 | FNWD |
Finward Bancorp
|
40,430 | $1,487,015 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
2,652 | $652,975 | |
| 4 | TFC |
Truist Financial Corp
|
7,844 | $390,788 | |
| 5 | ONB |
Old National Bancorp /In/
|
10,689 | $276,845 | |
| 6 | FITB |
Fifth Third Bancorp
|
4,452 | $250,959 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,241 | $199,302 | |
| 8 | USB |
US Bancorp \De\
|
2,603 | $157,221 |
All Filings in SSB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,037 | 621 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $57,454 | 621 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $58,442 | 621 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $61,398 | 621 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||