FL
SSBK

Fourthstone LLC’s Southern States Bancshares SSBK Stock Holding History

Fourthstone LLC’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
-10,476
Closed -$349K – 90
2024
Q4 		$349K Buy
+10,476
New +$353K 0.07% 65
2023
Q4 		– Sell
-208,040
Closed -$4.7M – 94
2023
Q3 		$4.7M Sell
208,040
-82,685
-28% -$1.9M 1.07% 30
2023
Q2 		$6.13M Sell
290,725
-103,793
-26% -$2.23M 1.63% 20
2023
Q1 		$8.9M Sell
394,518
-205,332
-34% -$5.63M 3.13% 17
2022
Q4 		$17.4M Sell
599,850
-9,133
-1% -$259K 4.56% 5
2022
Q3 		$16.6M Sell
608,983
-37,909
-6% -$933K 5.33% 7
2022
Q2 		$14.5M Buy
646,892
+157,497
+32% +$3.56M 5.8% 6
2022
Q1 		$11.3M Buy
489,395
+127,295
+35% +$2.68M 4.5% 9
2021
Q4 		$7.09M Buy
362,100
+125,172
+53% +$2.45M 2.67% 12
2021
Q3 		$4.52M Buy
+236,928
New +$4.61M 1.8% 17

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 $5.7T 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 $982M 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 $13.3B AUM 18.56% 1-Year Est. Return