TWD
SSBK

True Wealth Design’s Southern States Bancshares SSBK Stock Holding History

True Wealth Design’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
2024
Q4 		– Sell
-3
Closed -$93 – 1506
2024
Q3 		$93 Buy
+3
New +$90 ﹤0.01% 1233

Other funds holding SSBK

SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

True Wealth Design's SSBK Position: Q4 2024 in Review

True Wealth Design sold out of Southern States Bancshares (SSBK) in Q4 2024, closing a stake of 3 shares — an estimated $93 sold.

True Wealth Design first reported a position in SSBK in Q3 2024 and held it in 1 quarter. The position peaked at $93 in Q3 2024. 83 funds tracked by Wall St. Rank hold SSBK as of Q4 2024.

  • True Wealth Design reported no remaining Southern States Bancshares position as of Q4 2024 after selling out during the quarter.
  • True Wealth Design sold 3 Southern States Bancshares shares in Q4 2024, an estimated $93.
  • True Wealth Design first reported a position in Southern States Bancshares in Q3 2024 and held it in 1 quarter.
  • True Wealth Design's Southern States Bancshares position peaked at $93 in Q3 2024.
  • 83 funds tracked by Wall St. Rank held Southern States Bancshares as of Q4 2024.

Based on True Wealth Design's 13F filing for Q4 2024, filed 14 Feb 2025.