WA
SSBK

Waverly Advisors’s Southern States Bancshares SSBK Stock Holding History

Waverly Advisors’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
Q3 		– Sell
-102,686
Closed -$3.73M – 1317
2025
Q2 		$3.73M Sell
102,686
-19,995
-16% -$685K 0.04% 359
2025
Q1 		$4.39M Buy
122,681
+1,662
+1% +$54.2K 0.05% 321
2024
Q4 		$4.03M Hold
121,019
– – 0.06% 251
2024
Q3 		$3.72M Sell
121,019
-2,995
-2% -$90K 0.07% 230
2024
Q2 		$3.37M Buy
124,014
+2
+0% +$51 0.07% 240
2024
Q1 		$3.21M Hold
124,012
– – 0.08% 198
2023
Q4 		$3.63M Hold
124,012
– – 0.14% 98
2023
Q3 		$2.8M Hold
124,012
– – 0.12% 111
2023
Q2 		$2.62M Buy
124,012
+20,000
+19% +$430K 0.11% 114
2023
Q1 		$2.35M Buy
104,012
+884
+0.9% +$24.2K 0.12% 94
2022
Q4 		$2.99M Buy
103,128
+86,128
+507% +$2.44M 0.17% 76
2022
Q3 		$463K Buy
+17,000
New +$418K 0.03% 158

Waverly Advisors's SSBK Position: Q3 2025 in Review

Waverly Advisors sold out of Southern States Bancshares (SSBK) in Q3 2025, closing a stake of 102,686 shares — an estimated $3.73M sold.

Waverly Advisors first reported a position in SSBK in Q3 2022 and held it in 12 quarters. The position peaked at $4.39M in Q1 2025. 0 funds tracked by Wall St. Rank hold SSBK as of Q3 2025.

  • Waverly Advisors reported no remaining Southern States Bancshares position as of Q3 2025 after selling out during the quarter.
  • Waverly Advisors sold 102,686 Southern States Bancshares shares in Q3 2025, an estimated $3.73M.
  • Waverly Advisors first reported a position in Southern States Bancshares in Q3 2022 and held it in 12 quarters.
  • Waverly Advisors's Southern States Bancshares position peaked at $4.39M in Q1 2025.
  • 0 funds tracked by Wall St. Rank held Southern States Bancshares as of Q3 2025.

Based on Waverly Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.