KFGG
SSBK

Keystone Financial Group (Georgia)’s Southern States Bancshares SSBK Stock Holding History

Keystone Financial Group (Georgia)’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
Q2 		– Sell
-59,868
Closed -$2.08M – 159
2025
Q1 		$2.08M Hold
59,868
– – 1.47% 18
2024
Q4 		$1.99M Buy
+59,868
New +$2.02M 1.61% 14

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
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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Keystone Financial Group (Georgia)'s SSBK Position: Q2 2025 in Review

Keystone Financial Group (Georgia) sold out of Southern States Bancshares (SSBK) in Q2 2025, closing a stake of 59,868 shares — an estimated $2.08M sold.

Keystone Financial Group (Georgia) first reported a position in SSBK in Q4 2024 and held it in 2 quarters. The position peaked at $2.08M in Q1 2025. 91 funds tracked by Wall St. Rank hold SSBK as of Q2 2025.

  • Keystone Financial Group (Georgia) reported no remaining Southern States Bancshares position as of Q2 2025 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 59,868 Southern States Bancshares shares in Q2 2025, an estimated $2.08M.
  • Keystone Financial Group (Georgia) first reported a position in Southern States Bancshares in Q4 2024 and held it in 2 quarters.
  • Keystone Financial Group (Georgia)'s Southern States Bancshares position peaked at $2.08M in Q1 2025.
  • 91 funds tracked by Wall St. Rank held Southern States Bancshares as of Q2 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2025, filed 21 Jul 2025.