Summit State BankSSBI
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 25 institutions reported holding Summit State Bank (SSBI) in their 13F filings, up 3 from Q3 2025. 4 opened new positions and 2 sold out. The largest holders were M3F, Inc. ($4.1M), Caldwell Sutter Capital, Inc. ($4.0M) and Alliancebernstein L.P. ($3.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $424K |
| Exits | 2 | $12 |
All 13F filers, Q3 2025 → Q4 2025: 276,439 shares bought and 163,042 shares sold, net +113,397 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| M3F, Inc. | 1.13% | No change | 354,229 | $4.1M |
| Caldwell Sutter Capital, Inc. | 1.71% | Reduce -0.7% | 346,813 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Add +253.9% | 334,464 | $3.9M |
| Vanguard Group Inc. | 0.00% | Reduce -4.1% | 256,852 | $3.0M |
| Banc Funds Co. LLC | 0.44% | Reduce -40.2% | 193,227 | $2.2M |
| Salzhauer Michael | 0.48% | No change | 92,499 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -1.1% | 90,634 | $1.1M |
| Daytona Street Capital LLC | 0.69% | — | 49,095 | $883K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -8.1% | 69,624 | $810K |
| Geode Capital Management, LLC | 0.00% | Reduce -1.7% | 52,046 | $605K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 28,820 | $335K |
| Stifel Financial Corp. | 0.00% | No change | 16,220 | $189K |
| State Street Corp. | 0.00% | No change | 14,008 | $163K |
| Creative Planning | 0.00% | No change | 13,750 | $160K |
| Northern Trust Corp. | 0.00% | Reduce -1.0% | 13,185 | $153K |
| BlackRock, Inc. | 0.00% | Reduce -3.3% | 12,567 | $146K |
| Wealthspire Advisors, LLC | 0.00% | New | 12,470 | $145K |
| Renaissance Technologies | 0.00% | New | 12,390 | $144K |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.7% | 12,206 | $142K |
| Morgan Stanley | 0.00% | No change | 11,970 | $139K |
| Citadel Advisors | 0.00% | New | 11,628 | $135K |
| JPMorgan Chase & Co. | 0.00% | No change | 938 | $11K |
| UBS Group AG | 0.00% | Reduce -99.9% | 7 | $82 |
| Bank of America Corp. | 0.00% | No change | 6 | $70 |
| Citigroup Inc. | 0.00% | New | 1 | $12 |
"% of holder's portfolio" is SSBI's weight in each manager's 13F, not the share of Summit State Bank the manager owns.