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 1.96 Million shares, which have been reported (via 13F filing form) to have a value of $23.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banc Funds CO LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
385,128
shares
|
$4.57 Million
0.86% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
M3 F, Inc.
Salt Lake City, UT |
Aug 13, 2025 Q2 2025 |
352,850
shares
|
$4.18 Million
1.08% of portfolio
|
Q2 2025
Added 17.06%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
349,264
shares
|
$4.14 Million
1.73% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
272,094
shares
|
$3.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Salzhauer Michael
|
Aug 14, 2025 Q2 2025 |
92,499
shares
|
$1.1 Million
0.41% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
91,634
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
88,065
shares
|
$1.04 Million
0.26% of portfolio
|
Q2 2023
Added 3.87%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
79,749
shares
|
$945,823
0.0% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
55,376
shares
|
$656,759
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
45,321
shares
|
$537,507
0.24% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
28,820
shares
|
$341,805
0.01% of portfolio
|
Q1 2025
Reduced 46.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
21,170
shares
|
$251,076
0.0% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
17,637
shares
|
$209,174
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
15,267
shares
|
$181,066
0.0% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
14,128
shares
|
$167,558
0.0% of portfolio
|
Q2 2024
Added 8.34%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
14,008
shares
|
$166,134
0.0% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
13,750
shares
|
$163,075
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
11,970
shares
|
$141,964
0.0% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
10,739
shares
|
$127,364
0.0% of portfolio
|
Q2 2025
Added 1073800.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
48
shares
|
$569
0.0% of portfolio
|
Q2 2025
Added 17.07%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|