Summit State BankSSBI

13F holders, Q1 2024 (March 31)
19holders
1famous investor
$10.85avg. 13F price*

At the end of Q1 2024, 19 institutions reported holding Summit State Bank (SSBI) in their 13F filings. The largest holders were Banc Funds Co. LLC ($4.8M), Vanguard Group Inc. ($3.0M) and Caldwell Sutter Capital, Inc. ($2.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Summit State Bank
CUSIP
866264203
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 19Q1 2024Q2 2024: 17Q2 2024Q3 2024: 17Q3 2024Q4 2024: 22Q4 2024Q1 2025: 18Q1 2025Q2 2025: 18Q2 2025Q3 2025: 22Q3 2025Q4 2025: 25Q4 2025Q1 2026: 25Q1 2026Q2 2026: 23Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$994K
Exits2$259K

Ownership 19 holders

Banc Funds Co. LLC 0.54% No change 439,395 $4.8M
Vanguard Group Inc. 0.00% No change 277,924 $3.0M
Caldwell Sutter Capital, Inc. 1.09% Add +0.8% 209,328 $2.3M
MAI Capital Management 0.01% New 91,634 $994K
Dimensional Fund Advisors LP 0.00% No change 67,933 $737K
Geode Capital Management, LLC 0.00% Add +0.6% 47,015 $510K
Salzhauer Michael 0.40% Add +6.9% 46,197 $501K
Benedetti & Gucer, Inc. 0.24% Reduce -6.4% 45,321 $492K
Bridgeway Capital Management, LLC 0.01% Reduce -35.1% 38,820 $421K
Citadel Advisors 0.00% Reduce -30.7% 14,178 $154K
BlackRock Inc. 0.00% Reduce -2.3% 13,040 $141K
Northern Trust Corp. 0.00% Reduce -6.7% 11,727 $127K
State Street Corp. 0.00% Reduce -17.4% 11,508 $125K
Osaic Holdings, Inc. 0.00% Add +25.9% 7,400 $80K
Morgan Stanley 0.00% Reduce -34.4% 3,829 $42K
Tower Research Capital LLC (TRC) 0.00% Reduce -24.9% 1,125 $12K
Wells Fargo & Company 0.00% Add +5.4% 39 $419
Bank of America Corp. 0.00% Add +433.3% 16 $174
UBS Group AG 0.00% Reduce -99.8% 1 $11

"% of holder's portfolio" is SSBI's weight in each manager's 13F, not the share of Summit State Bank the manager owns.