CP
SSBK

Castalian Partners’s Southern States Bancshares SSBK Stock Holding History

Castalian Partners’s Portfolio SSBK Stock Details SSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-105,695
Closed -$3.52M – 26
2024
Q4 		$3.52M Buy
+105,695
New +$3.56M 1.78% 16

Other funds holding SSBK

SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Castalian Partners's SSBK Position: Q1 2025 in Review

Castalian Partners sold out of Southern States Bancshares (SSBK) in Q1 2025, closing a stake of 105,695 shares — an estimated $3.52M sold.

Castalian Partners first reported a position in SSBK in Q4 2024 and held it in 1 quarter. The position peaked at $3.52M in Q4 2024. 88 funds tracked by Wall St. Rank hold SSBK as of Q1 2025.

  • Castalian Partners reported no remaining Southern States Bancshares position as of Q1 2025 after selling out during the quarter.
  • Castalian Partners sold 105,695 Southern States Bancshares shares in Q1 2025, an estimated $3.52M.
  • Castalian Partners first reported a position in Southern States Bancshares in Q4 2024 and held it in 1 quarter.
  • Castalian Partners's Southern States Bancshares position peaked at $3.52M in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Southern States Bancshares as of Q1 2025.

Based on Castalian Partners's 13F filing for Q1 2025, filed 15 May 2025.