MAM
SSBK

Martingale Asset Management’s Southern States Bancshares SSBK Stock Holding History

Martingale Asset Management’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
-20,225
Closed -$723K – 853
2025
Q1 		$723K Hold
20,225
– – 0.02% 532
2024
Q4 		$674K Buy
20,225
+1,325
+7% +$44.6K 0.02% 556
2024
Q3 		$581K Buy
18,900
+2,812
+17% +$84.5K 0.01% 594
2024
Q2 		$437K Buy
16,088
+3,413
+27% +$87.1K 0.01% 627
2024
Q1 		$329K Buy
12,675
+3,003
+31% +$78.4K 0.01% 693
2023
Q4 		$283K Buy
+9,672
New +$241K 0.01% 714

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

Martingale Asset Management's SSBK Position: Q2 2025 in Review

Martingale Asset Management sold out of Southern States Bancshares (SSBK) in Q2 2025, closing a stake of 20,225 shares — an estimated $723K sold.

Martingale Asset Management first reported a position in SSBK in Q4 2023 and held it in 6 quarters. The position peaked at $723K in Q1 2025. 91 funds tracked by Wall St. Rank hold SSBK as of Q2 2025.

  • Martingale Asset Management reported no remaining Southern States Bancshares position as of Q2 2025 after selling out during the quarter.
  • Martingale Asset Management sold 20,225 Southern States Bancshares shares in Q2 2025, an estimated $723K.
  • Martingale Asset Management first reported a position in Southern States Bancshares in Q4 2023 and held it in 6 quarters.
  • Martingale Asset Management's Southern States Bancshares position peaked at $723K in Q1 2025.
  • 91 funds tracked by Wall St. Rank held Southern States Bancshares as of Q2 2025.

Based on Martingale Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.