Position in SSB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$375,423
+$35,598 QoQ
Shares Held
3,758
+2.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#337
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, 2026Crusonia Wealth Advisors LLC holds $375,423 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
|
3,758 | $375,423 |
All Filings in SSB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $375,423 | 3,758 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $339,825 | 3,673 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $447,680 | 4,757 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||