Institutional Ownership Summit State Bank Com Stk (SSBI)
This table provides information about the institutional ownership of Summit State Bank Com Stk (SSBI). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 1.94 Million shares, which have been reported (via 13F filing form) to have a value of $22.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banc Funds CO LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
429,395
shares
|
$5.05 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
349,264
shares
|
$4.1 Million
1.73% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
M3 F, Inc.
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
301,433
shares
|
$3.54 Million
0.76% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
277,924
shares
|
$3.27 Million
0.0% of portfolio
|
Q1 2023
Added 2.29%
|
|
|
Salzhauer Michael
|
Apr 23, 2025 Q1 2025 |
96,046
shares
|
$1.13 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
91,634
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
88,065
shares
|
$1.03 Million
0.26% of portfolio
|
Q2 2023
Added 3.87%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
76,248
shares
|
$895,914
0.0% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
54,719
shares
|
$642,948
0.0% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
45,321
shares
|
$532,521
0.24% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
28,820
shares
|
$338,635
0.01% of portfolio
|
Q1 2025
Reduced 46.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
18,943
shares
|
$222,580
0.0% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
17,637
shares
|
$207,234
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
15,267
shares
|
$179,387
0.0% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
14,128
shares
|
$166,004
0.0% of portfolio
|
Q2 2024
Added 8.34%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
14,008
shares
|
$164,594
0.0% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
13,750
shares
|
$161,562
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
11,970
shares
|
$140,647
0.0% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
41
shares
|
$481
0.0% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q3 2024
Reduced 99.93%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
Closed
|