SSBK β€” SOUTHERN STS BANCSHARES INC

Ownership history in OneAscent Wealth Management LLC  Β·  7 quarters on record

AI Ownership Summary

OneAscent Wealth Management LLC reported SOUTHERN STS BANCSHARES INC (SSBK) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.15% in 2025 Q1. The latest visible filing shows SSBK at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SSBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OneAscent Wealth Management LLC's position in SOUTHERN STS BANCSHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

SSBK was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SSBK stock page OneAscent Wealth Management LLC fund profile OneAscent Wealth Management LLC full holdings
How OneAscent Wealth Management LLC held SSBK β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 9,740 β€” 0% 0.13% $354K 2025-08-06 β€”
2025 Q1 UNCHANGED 9,740 β€” 0% 0.15% $348K 2025-05-05 β€”
2024 Q4 ADDED 9,740 +2,050 +26.7% 0.13% $324K 2025-02-12 β€”
2024 Q3 UNCHANGED 7,690 β€” 0% 0.09% $236K 2024-11-07 β€”
2023 Q4 ADDED 7,690 +190 +2.5% 0.09% $225K 2024-01-11 β€”
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SSBK

As of 2025 Q2 β€” sorted by position size

BANC FUNDS CO LLC 3Y 7Y 2.1% JCSD Capital, LLC 3Y 7Y 2.04% MENDON CAPITAL ADVISORS CORP 3Y 7Y 1.32% Chicago Capital Management, LLC 3Y 7Y 1.24% Davis Asset Management, L.P. 3Y 1.1% GARDNER LEWIS ASSET MANAGEMENT L P 3Y 7Y 0.71% Yakira Capital Management, Inc. 3Y 7Y 0.63% Private Capital Management, LLC 3Y 7Y 0.5% CALDWELL SUTTER CAPITAL, INC. 3Y 0.3% OXFORD ASSET MANAGEMENT LLP 3Y 7Y 0.23%

FAQ About OneAscent Wealth Management LLC and SSBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has OneAscent Wealth Management LLC reported owning SSBK?

OneAscent Wealth Management LLC reported SSBK across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported SSBK position in OneAscent Wealth Management LLC's portfolio?

The largest reported portfolio weight for SSBK was 0.15% in 2025 Q1.

What is the latest reported SSBK position on this page?

The most recent filing on this page is 2025 Q2, when OneAscent Wealth Management LLC reported 9,740 shares, equal to 0.13% of portfolio, with an estimated market value of $354K.

What does the chart on this SSBK ownership page compare?

The chart compares OneAscent Wealth Management LLC's quarterly SSBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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