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 27 institutions that hold shares in the stock, with a total of 1.99 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M3 F, Inc.
Salt Lake City, UT |
Nov 12, 2025 Q3 2025 |
354,229
shares
|
$3.84 Million
1.2% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
349,314
shares
|
$3.78 Million
1.78% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Banc Funds CO LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
323,108
shares
|
$3.5 Million
0.92% of portfolio
|
Q3 2025
Reduced 16.1%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
267,722
shares
|
$2.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
94,514
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salzhauer Michael
|
Oct 20, 2025 Q3 2025 |
92,499
shares
|
$1 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
91,634
shares
|
$992,396
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
88,065
shares
|
$953,743
0.26% of portfolio
|
Q2 2023
Added 3.87%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
75,797
shares
|
$820,881
0.0% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
52,925
shares
|
$573,177
0.0% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
45,321
shares
|
$490,826
0.24% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
28,820
shares
|
$312,120
0.01% of portfolio
|
Q1 2025
Reduced 46.45%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
17,637
shares
|
$191,008
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
16,220
shares
|
$175,662
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
14,128
shares
|
$153,006
0.0% of portfolio
|
Q2 2024
Added 8.34%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
14,008
shares
|
$151,706
0.0% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
13,974
shares
|
$151,338
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
13,750
shares
|
$148,912
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,313
shares
|
$144,179
0.0% of portfolio
|
Q3 2025
Reduced 12.8%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
11,970
shares
|
$129,635
0.0% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
9,417
shares
|
$101,986
0.0% of portfolio
|
Q3 2025
Reduced 12.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
938
shares
|
$10,158
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
6
shares
|
$64
0.0% of portfolio
|
Q3 2025
Reduced 87.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5
shares
|
$54
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1
shares
|
$10
0.0% of portfolio
|
Q4 2024
New holding
|
|