Position in SSB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,356,581
-$93,409 QoQ
Shares Held
47,088
-0.4% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 94.21296296296296.ToString("F0")%
Shared 0.ToString("F0")%
None 5.787037037037037.ToString("F0")%
Common Shares in SSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026ADVISORY RESEARCH INC holds $32,110,599 across 8 Banks - Regional names. SSB ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KB |
KB Financial Group Inc.
|
130,613 | $13,026,034 | |
| 2 | NIC |
Nicolet Bankshares Inc
|
36,163 | $5,374,544 | |
| 3 | SSB |
SouthState Bank Corp
This page
|
47,088 | $4,356,581 | |
| 4 | FRME |
First Merchants Corp
|
67,634 | $2,619,464 | |
| 5 | WBS |
Webster Financial Corp
|
30,968 | $2,149,798 | |
| 6 | WAL |
Western Alliance Bancorporation
|
26,163 | $1,853,648 | |
| 7 | AX |
Axos Financial, Inc.
|
16,917 | $1,439,467 | |
| 8 | SYBT |
Stock Yards Bancorp, Inc.
|
19,476 | $1,291,063 |
All Filings in SSB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,356,581 | 47,088 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,449,990 | 47,285 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,732,906 | 47,870 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||