Question 1

How many shares of SSB does Waverly Advisors, LLC own?

Accepted Answer

Waverly Advisors, LLC previously held 0 shares of SSB (SOUTHSTATE CORPORATION) before exiting the position in 2025-Q4.

Question 2

What is Waverly Advisors, LLC's SSB position worth?

Accepted Answer

Waverly Advisors, LLC's SSB position was last reported at $0 in 2025-Q4 before the exit.

Question 3

Is Waverly Advisors, LLC buying or selling SSB?

Accepted Answer

In 2025-Q4, Waverly Advisors, LLC exited their SSB position entirely (-100.0% change in shares).

Question 4

When did Waverly Advisors, LLC first buy SSB?

Accepted Answer

Based on available 13F filings, Waverly Advisors, LLC first reported a position in SSB in 2024-Q3. They have held the position across 23 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$92.44	0
2025-Q3	Increased	19,962	+6.9%	$2M	0.0%	$96.45	28
2025-Q2	Increased	18,668	+0.2%	$1.7M	0.0%	$89.19	26
2025-Q1	Increased	18,631	+0.9%	$1.7M	0.0%	$89.41	26
2024-Q4	Decreased	18,456	-0.3%	$1.8M	0.0%	$95.35	0
2024-Q3	Increased	18,517	+8.8%	$1.8M	0.0%	$92.68	28