Summit State BankSSBI

13F holders, Q1 2026 (March 31)
25holders
0new positions
2sold out
2famous investors
$13.15avg. 13F price*

At the end of Q1 2026, 25 institutions reported holding Summit State Bank (SSBI) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 2 sold out. The largest holders were Alliancebernstein L.P. ($5.2M), M3F, Inc. ($4.7M) and Caldwell Sutter Capital, Inc. ($4.6M). 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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits2$82

All 13F filers, Q4 2025 → Q1 2026: 128,851 shares bought and 19,931 shares sold, net +108,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 25 holders

Alliancebernstein L.P. 0.00% Add +32.7% 443,943 $5.2M
M3F, Inc. 1.17% No change 354,229 $4.7M
Caldwell Sutter Capital, Inc. 1.89% Add +0.1% 347,063 $4.6M
Vanguard Capital Management LLC 0.00% — 229,332 $3.1M
Banc Funds Co. LLC 0.50% Add +3.1% 199,227 $2.7M
MAI Capital Management 0.01% No change 90,634 $1.2M
Salzhauer Michael 0.46% Reduce -21.5% 72,575 $970K
Daytona Street Capital LLC 0.74% No change 49,095 $955K
Dimensional Fund Advisors LP 0.00% No change 69,624 $931K
Geode Capital Management, LLC 0.00% Add +0.1% 52,101 $697K
Bridgeway Capital Management, LLC 0.01% No change 28,820 $385K
Vanguard Fiduciary Trust Co. 0.00% — 26,404 $353K
Susquehanna International Group, LLP 0.00% Add +68.4% 20,556 $275K
Stifel Financial Corp. 0.00% No change 16,220 $217K
Northern Trust Corp. 0.00% Add +13.3% 14,945 $200K
State Street Corp. 0.00% No change 14,008 $187K
BlackRock, Inc. 0.00% Add +10.5% 13,883 $186K
Creative Planning 0.00% No change 13,750 $184K
Citadel Advisors 0.00% Add +10.8% 12,885 $172K
Renaissance Technologies 0.00% Add +1.6% 12,590 $168K
Wealthspire Advisors, LLC 0.00% No change 12,470 $167K
Morgan Stanley 0.00% No change 11,970 $160K
Vanguard Global Advisers, LLC 0.00% — 2,016 $27K
JPMorgan Chase & Co. 0.00% No change 938 $13K
UBS Group AG 0.00% Add +2628.6% 191 $3K

"% of holder's portfolio" is SSBI's weight in each manager's 13F, not the share of Summit State Bank the manager owns.