Summit State BankSSBI

13F holders, Q2 2025 (June 30)
18holders
0new positions
0sold out
1famous investor
$10.84avg. 13F price*

At the end of Q2 2025, 18 institutions reported holding Summit State Bank (SSBI) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were Banc Funds Co. LLC ($4.2M), M3F, Inc. ($3.8M) and Caldwell Sutter Capital, Inc. ($3.8M). 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

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 105,955 shares bought and 53,644 shares sold, net +52,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

Banc Funds Co. LLC 0.63% Reduce -10.3% 385,128 $4.2M
M3F, Inc. 1.08% Add +17.1% 352,850 $3.8M
Caldwell Sutter Capital, Inc. 1.73% Add +11.6% 349,264 $3.8M
Vanguard Group Inc. 0.00% Reduce -2.1% 272,094 $2.9M
Salzhauer Michael 0.63% Reduce -3.7% 92,499 $1.0M
MAI Capital Management 0.01% No change 91,634 $993K
Dimensional Fund Advisors LP 0.00% Add +4.6% 79,749 $864K
Geode Capital Management, LLC 0.00% Add +1.2% 55,376 $600K
Bridgeway Capital Management, LLC 0.01% No change 28,820 $312K
Citadel Advisors 0.00% Add +11.8% 21,170 $229K
BlackRock, Inc. 0.00% Add +8.6% 15,727 $170K
Northern Trust Corp. 0.00% No change 15,267 $165K
State Street Corp. 0.00% No change 14,008 $152K
Creative Planning 0.00% No change 13,750 $149K
Morgan Stanley 0.00% No change 11,970 $130K
UBS Group AG 0.00% Add +1073800.0% 10,739 $116K
Bank of America Corp. 0.00% Add +17.1% 48 $521
SBI Securities Co., Ltd. 0.00% No change 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.