Summit State BankSSBI
13F holders, Q3 2024 (September 30)17holders
1new positions
1sold out
1famous investor
$8.45avg. 13F price*
At the end of Q3 2024, 17 institutions reported holding Summit State Bank (SSBI) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Banc Funds Co. LLC ($3.6M), Vanguard Group Inc. ($2.3M) 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $116K |
| Exits | 1 | $1K |
All 13F filers, Q2 2024 → Q3 2024: 67,614 shares bought and 14,769 shares sold, net +52,845 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Banc Funds Co. LLC | 0.39% | Reduce -2.3% | 429,395 | $3.6M |
| Vanguard Group Inc. | 0.00% | No change | 277,924 | $2.3M |
| Caldwell Sutter Capital, Inc. | 0.90% | Add +13.0% | 228,469 | $1.9M |
| MAI Capital Management | 0.01% | No change | 91,634 | $774K |
| Salzhauer Michael | 0.42% | Add +34.2% | 78,452 | $663K |
| Dimensional Fund Advisors LP | 0.00% | Add +10.2% | 72,898 | $616K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 53,820 | $455K |
| Geode Capital Management, LLC | 0.00% | Add +1.7% | 49,759 | $421K |
| BlackRock, Inc. | 0.00% | — | 14,655 | $124K |
| Creative Planning | 0.00% | New | 13,750 | $116K |
| Citadel Advisors | 0.00% | Reduce -14.7% | 13,482 | $114K |
| State Street Corp. | 0.00% | No change | 11,508 | $97K |
| Northern Trust Corp. | 0.00% | Reduce -1.4% | 11,356 | $96K |
| Morgan Stanley | 0.00% | Add +0.0% | 3,831 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -57.9% | 507 | $4K |
| Bank of America Corp. | 0.00% | Add +43.6% | 56 | $474 |
| UBS Group AG | 0.00% | Reduce -99.9% | 1 | $8 |
"% of holder's portfolio" is SSBI's weight in each manager's 13F, not the share of Summit State Bank the manager owns.