Back to SSB
BURKETT FINANCIAL SERVICES, LLC → SSB
BURKETT FINANCIAL SERVICES, LLC SSB Position History
SouthState Bank Corporation • Financial Services
Quarters held
5
Latest value
$961K
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q4 2025 | $892K |
| Q1 2026 | $882K |
| Q2 2026 | $958K |
| Q3 2026 | $961K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $961K | 9.6K | — | — |
| Q2 2026 | $958K | 9.6K | — | — |
| Q1 2026 | $882K | 9.5K | — | — |
| Q4 2025 | $892K | 9.5K | — | — |
| Q3 2025 | $1M | 10.2K | — | — |
Other funds holding SSB
$385.4M
$385.4M
$345.5M
$209.1M
$182.5M
$136.2M
$119.5M
Other BURKETT FINANCIAL SERVICES, LLC positions
SCHW-PJ
$58.2MSchwab US Large Cap Growth ETF
SCHW-PJ
$55.1MSchwab US Dividend Equity ETF
SCHW-PJ
$54.7MSchwab US Large Cap Growth ETF
SCHW-PJ
$54.2MSchwab US Dividend Equity ETF
SCHW-PJ
$53MSchwab US Large Cap Growth ETF
SCHW-PJ
$52.9MSchwab US Dividend Equity ETF
SCHW-PJ
$52.2MSchwab US Large Cap Growth ETF
SCHW-PJ
$47.6MSchwab US Large Cap Growth ETF