Summit State BankSSBI
13F holders, Q3 2025 (September 30)22holders +4
5new positions
1sold out
$11.36avg. 13F price*
At the end of Q3 2025, 22 institutions reported holding Summit State Bank (SSBI) in their 13F filings, up 4 from Q2 2025. 5 opened new positions and 1 sold out. The largest holders were M3F, Inc. ($4.2M), Caldwell Sutter Capital, Inc. ($4.2M) and Banc Funds Co. LLC ($3.8M).
- Company
- Summit State Bank
- CUSIP
- 866264203
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.5M |
| Exits | 1 | $229K |
All 13F filers, Q2 2025 → Q3 2025: 127,080 shares bought and 100,017 shares sold, net +27,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| M3F, Inc. | 1.20% | Add +0.4% | 354,229 | $4.2M |
| Caldwell Sutter Capital, Inc. | 1.78% | Add +0.0% | 349,314 | $4.2M |
| Banc Funds Co. LLC | 0.67% | Reduce -16.1% | 323,108 | $3.8M |
| Vanguard Group Inc. | 0.00% | Reduce -1.6% | 267,722 | $3.2M |
| Alliancebernstein L.P. | 0.00% | New | 94,514 | $1.1M |
| MAI Capital Management | 0.01% | No change | 91,634 | $1.1M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -5.0% | 75,797 | $903K |
| Geode Capital Management, LLC | 0.00% | Reduce -4.4% | 52,925 | $630K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 28,820 | $343K |
| Stifel Financial Corp. | 0.00% | New | 16,220 | $193K |
| State Street Corp. | 0.00% | No change | 14,008 | $167K |
| Susquehanna International Group, LLP | 0.00% | New | 13,974 | $166K |
| Creative Planning | 0.00% | No change | 13,750 | $164K |
| Northern Trust Corp. | 0.00% | Reduce -12.8% | 13,313 | $159K |
| BlackRock, Inc. | 0.00% | Reduce -17.4% | 12,993 | $155K |
| Morgan Stanley | 0.00% | No change | 11,970 | $143K |
| UBS Group AG | 0.00% | Reduce -12.3% | 9,417 | $112K |
| Salzhauer Michael | 0.05% | No change | 92,499 | $95K |
| JPMorgan Chase & Co. | 0.00% | New | 938 | $11K |
| Bank of America Corp. | 0.00% | Reduce -87.5% | 6 | $71 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $12 |
| Royal Bank of Canada | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is SSBI's weight in each manager's 13F, not the share of Summit State Bank the manager owns.