Summit State BankSSBI
13F holders, Q4 2024 (December 31)22holders +5
3new positions
0sold out
1famous investor
$7.65avg. 13F price*
At the end of Q4 2024, 22 institutions reported holding Summit State Bank (SSBI) in their 13F filings, up 5 from Q3 2024. 3 opened new positions and 0 sold out. The largest holders were Banc Funds Co. LLC ($3.3M), M3F, Inc. ($2.3M) and Vanguard Group Inc. ($2.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.4M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 384,607 shares bought and 17 shares sold, net +384,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Banc Funds Co. LLC | 0.36% | No change | 429,395 | $3.3M |
| M3F, Inc. | 0.66% | New | 300,000 | $2.3M |
| Vanguard Group Inc. | 0.00% | No change | 277,924 | $2.1M |
| Caldwell Sutter Capital, Inc. | 0.88% | Add +8.4% | 247,670 | $1.9M |
| Salzhauer Michael | 0.40% | Add +30.1% | 102,046 | $781K |
| MAI Capital Management | 0.01% | No change | 91,634 | $700K |
| Dimensional Fund Advisors LP | 0.00% | No change | 72,898 | $557K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 53,820 | $411K |
| Geode Capital Management, LLC | 0.00% | Add +6.5% | 53,004 | $405K |
| Citadel Advisors | 0.00% | Add +43.7% | 19,370 | $148K |
| Northern Trust Corp. | 0.00% | Add +46.7% | 16,662 | $127K |
| BlackRock, Inc. | 0.00% | Add +0.6% | 14,743 | $113K |
| State Street Corp. | 0.00% | Add +21.7% | 14,008 | $107K |
| Creative Planning | 0.00% | No change | 13,750 | $105K |
| Morgan Stanley | 0.00% | Add +216.4% | 12,120 | $93K |
| Two Sigma Securities, LLC | 0.02% | New | 11,603 | $89K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 4,813 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +15.6% | 586 | $4K |
| Bank of America Corp. | 0.00% | Reduce -30.4% | 39 | $298 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $9 |
| UBS Group AG | 0.00% | No change | 1 | $8 |
| SBI Securities Co., Ltd. | 0.00% | — | 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.