Summit State BankSSBI
13F holders, Q2 2026 (June 30)23holders −2
2new positions
4sold out
1famous investor
$13.51avg. 13F price*
At the end of Q2 2026, 23 institutions reported holding Summit State Bank (SSBI) in their 13F filings, down 2 from Q1 2026. 2 opened new positions and 4 sold out. The largest holders were Alliancebernstein L.P. ($7.4M), M3F, Inc. ($4.8M) and Caldwell Sutter Capital, Inc. ($4.7M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Summit State Bank
- CUSIP
- 866264203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $340 |
| Exits | 4 | $1.3M |
All 13F filers, Q1 2026 → Q2 2026: 123,093 shares bought and 82,569 shares sold, net +40,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Alliancebernstein L.P. | 0.00% | Add +24.7% | 553,632 | $7.4M |
| M3F, Inc. | 1.14% | No change | 354,229 | $4.8M |
| Caldwell Sutter Capital, Inc. | 1.79% | Add +0.6% | 349,284 | $4.7M |
| Vanguard Capital Management LLC | 0.00% | Reduce -0.1% | 229,146 | $3.1M |
| Banc Funds Co. LLC | 0.44% | Reduce -1.8% | 195,627 | $2.7M |
| MAI Capital Management | 0.00% | No change | 90,634 | $1.2M |
| Salzhauer Michael | 0.36% | No change | 72,575 | $984K |
| Dimensional Fund Advisors LP | 0.00% | No change | 69,624 | $944K |
| Geode Capital Management, LLC | 0.00% | Reduce -1.1% | 51,514 | $699K |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +14.8% | 30,309 | $411K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 28,820 | $391K |
| Susquehanna International Group, LLP | 0.00% | Add +7.8% | 22,162 | $301K |
| BlackRock, Inc. | 0.00% | Add +38.5% | 19,230 | $261K |
| Stifel Financial Corp. | 0.00% | No change | 16,220 | $220K |
| State Street Corp. | 0.00% | Reduce -1.1% | 13,858 | $188K |
| Creative Planning | 0.00% | No change | 13,750 | $186K |
| Renaissance Technologies | 0.00% | Add +2.4% | 12,890 | $175K |
| Wealthspire Advisors, LLC | 0.00% | No change | 12,470 | $169K |
| Morgan Stanley | 0.00% | No change | 11,970 | $162K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 2,016 | $27K |
| FMR LLC | 0.00% | New | 22 | $299 |
| UBS Group AG | 0.00% | Reduce -95.8% | 8 | $109 |
| Barclays PLC | 0.00% | New | 3 | $41 |
"% of holder's portfolio" is SSBI's weight in each manager's 13F, not the share of Summit State Bank the manager owns.