Summit State BankSSBI
13F holders, Q2 2024 (June 30)17holders −2
1new positions
1sold out
1famous investor
$9.45avg. 13F price*
At the end of Q2 2024, 17 institutions reported holding Summit State Bank (SSBI) in their 13F filings, down 2 from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Banc Funds Co. LLC ($4.2M), Vanguard Group Inc. ($2.6M) and Caldwell Sutter Capital, Inc. ($1.9M). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1K |
| Exits | 1 | $80K |
All 13F filers, Q1 2024 → Q2 2024: 33,581 shares bought and 16,565 shares sold, net +17,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Banc Funds Co. LLC | 0.49% | No change | 439,395 | $4.2M |
| Vanguard Group Inc. | 0.00% | No change | 277,924 | $2.6M |
| Caldwell Sutter Capital, Inc. | 0.95% | Reduce -3.4% | 202,176 | $1.9M |
| MAI Capital Management | 0.01% | No change | 91,634 | $866K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -2.6% | 66,169 | $625K |
| Salzhauer Michael | 0.45% | Add +26.5% | 58,452 | $552K |
| Bridgeway Capital Management, LLC | 0.01% | Add +38.6% | 53,820 | $509K |
| Geode Capital Management, LLC | 0.00% | Add +4.1% | 48,935 | $463K |
| Citadel Advisors | 0.00% | Add +11.5% | 15,805 | $149K |
| BlackRock Inc. | 0.00% | Add +8.3% | 14,128 | $134K |
| Northern Trust Corp. | 0.00% | Reduce -1.8% | 11,517 | $109K |
| State Street Corp. | 0.00% | No change | 11,508 | $109K |
| Morgan Stanley | 0.00% | Add +0.0% | 3,830 | $36K |
| UBS Group AG | 0.00% | Add +152600.0% | 1,527 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +7.0% | 1,204 | $11K |
| Royal Bank of Canada | 0.00% | New | 62 | $1K |
| Bank of America Corp. | 0.00% | Add +143.8% | 39 | $369 |
"% of holder's portfolio" is SSBI's weight in each manager's 13F, not the share of Summit State Bank the manager owns.