CFGS
SSBK

Concourse Financial Group Securities’s Southern States Bancshares SSBK Stock Holding History

Concourse Financial Group Securities’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
-1,628
Closed -$54.7K – 1793
2024
Q4 		$54.7K Hold
1,628
– – ﹤0.01% 1176
2024
Q3 		$50K Hold
1,628
– – ﹤0.01% 1185
2024
Q2 		$44.2K Sell
1,628
-200
-11% -$5.11K ﹤0.01% 1228
2024
Q1 		$47.4K Buy
1,828
+40
+2% +$1.04K ﹤0.01% 1204
2023
Q4 		$52.4K Hold
1,788
– – ﹤0.01% 1110
2023
Q3 		$40.4K Buy
1,788
+1,022
+133% +$23.5K ﹤0.01% 1158
2023
Q2 		$16.2K Hold
766
– – ﹤0.01% 1515
2023
Q1 		$17.3K Buy
766
+226
+42% +$6.19K ﹤0.01% 1505
2022
Q4 		$15.6K Hold
540
– – ﹤0.01% 1537
2022
Q3 		$15K Buy
540
+212
+65% +$5.22K ﹤0.01% 1384
2022
Q2 		$7K Hold
328
– – ﹤0.01% 1776
2022
Q1 		$8K Buy
328
+303
+1,212% +$6.38K ﹤0.01% 1762
2021
Q4 		$0 Hold
25
– – ﹤0.01% 2470
2021
Q3 		$0 Buy
+25
New +$486 ﹤0.01% 2480

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

Concourse Financial Group Securities's SSBK Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Southern States Bancshares (SSBK) in Q1 2025, closing a stake of 1,628 shares — an estimated $54.7K sold.

Concourse Financial Group Securities first reported a position in SSBK in Q3 2021 and held it in 14 quarters. The position peaked at $54.7K in Q4 2024. 88 funds tracked by Wall St. Rank hold SSBK as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Southern States Bancshares position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,628 Southern States Bancshares shares in Q1 2025, an estimated $54.7K.
  • Concourse Financial Group Securities first reported a position in Southern States Bancshares in Q3 2021 and held it in 14 quarters.
  • Concourse Financial Group Securities's Southern States Bancshares position peaked at $54.7K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Southern States Bancshares as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.