Summit State BankSSBI
13F holders, Q1 2025 (March 31)18holders −4
0new positions
3sold out
1famous investor
$9.23avg. 13F price*
At the end of Q1 2025, 18 institutions reported holding Summit State Bank (SSBI) in their 13F filings, down 4 from Q4 2024. 0 opened new positions and 3 sold out. The largest holders were Banc Funds Co. LLC ($4.0M), Caldwell Sutter Capital, Inc. ($2.9M) and M3F, Inc. ($2.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $130K |
All 13F filers, Q4 2024 → Q1 2025: 71,934 shares bought and 50,239 shares sold, net +21,695 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Banc Funds Co. LLC | 0.52% | No change | 429,395 | $4.0M |
| Caldwell Sutter Capital, Inc. | 1.38% | Add +26.4% | 313,104 | $2.9M |
| M3F, Inc. | 0.76% | Add +0.5% | 301,433 | $2.8M |
| Vanguard Group Inc. | 0.00% | No change | 277,924 | $2.6M |
| Salzhauer Michael | 0.57% | Reduce -5.9% | 96,046 | $887K |
| MAI Capital Management | 0.01% | No change | 91,634 | $846K |
| Dimensional Fund Advisors LP | 0.00% | Add +4.6% | 76,248 | $704K |
| Geode Capital Management, LLC | 0.00% | Add +3.2% | 54,719 | $505K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -46.5% | 28,820 | $266K |
| Citadel Advisors | 0.00% | Reduce -2.2% | 18,943 | $175K |
| Northern Trust Corp. | 0.00% | Reduce -8.4% | 15,267 | $141K |
| BlackRock, Inc. | 0.00% | Reduce -1.8% | 14,479 | $134K |
| State Street Corp. | 0.00% | No change | 14,008 | $129K |
| Creative Planning | 0.00% | No change | 13,750 | $127K |
| Morgan Stanley | 0.00% | Reduce -1.2% | 11,970 | $110K |
| Bank of America Corp. | 0.00% | Add +5.1% | 41 | $378 |
| UBS Group AG | 0.00% | No change | 1 | $9 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $9 |
"% of holder's portfolio" is SSBI's weight in each manager's 13F, not the share of Summit State Bank the manager owns.