Summit State Bank Ownership 2024 | Who Owns Summit State Bank Now?
Institutional Ownership
19.38%
Insider Ownership
23.08%
Retail Ownership
57.54%
Institutional Holders
17.00
Summit State Bank Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BANC FUNDS CO LLC | 6.56% | 0.49% | 439,395 | - | - | 4,152,283 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.15% | 0.00% | 277,924 | - | - | 2,626,382 | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 3.02% | 0.95% | 202,176 | -7,152 | -3.42% | 1,910,563 | Jun 30, 2024 |
| MAI CAPITAL MANAGEMENT | 1.37% | 0.01% | 91,634 | - | - | 865,941 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.99% | 0.00% | 66,169 | -1,764 | -2.60% | 625,297 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 0.87% | 0.43% | 58,452 | 12,255 | 26.53% | 552,373 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.80% | 0.01% | 53,820 | 15,000 | 38.64% | 508,599 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.73% | - | 48,935 | 1,920 | 4.08% | 462,557 | Jun 30, 2024 |
| BLACKROCK INC. | 0.21% | - | 14,128 | 1,088 | 8.34% | 133,509 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.17% | - | 11,517 | -210 | -1.79% | 108,836,000 | Jun 30, 2024 |
| STATE STREET CORP | 0.17% | - | 11,508 | - | - | 108,751,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.06% | - | 3,830 | 1 | 0.03% | 36,194 | Jun 30, 2024 |
| UBS GROUP AG | 0.02% | - | 1,527 | 1,526 | 152600.00% | 14,430 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,204 | 79 | 7.02% | 11,378 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.00% | - | 62 | 62 | 100.00% | 1,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 39 | 23 | 143.75% | 369 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -39 | -100.00% | - | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -7,400 | -100.00% | - | Jun 30, 2024 |
Summit State Bank's largest institutional shareholder is BANC FUNDS CO LLC, holding 6.56% of the company's total share outstanding, currently valued at $4.15M. The top 10 institutional shareholders own together 18.87% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | 3.02% | 0.95% | 202,176 | -7,152 | -3.42% | 1,910,563 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 6.56% | 0.49% | 439,395 | - | - | 4,152,283 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 0.87% | 0.43% | 58,452 | 12,255 | 26.53% | 552,373 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.80% | 0.01% | 53,820 | 15,000 | 38.64% | 508,599 | Jun 30, 2024 |
| MAI CAPITAL MANAGEMENT | 1.37% | 0.01% | 91,634 | - | - | 865,941 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,204 | 79 | 7.02% | 11,378 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.99% | 0.00% | 66,169 | -1,764 | -2.60% | 625,297 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.15% | 0.00% | 277,924 | - | - | 2,626,382 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.73% | - | 48,935 | 1,920 | 4.08% | 462,557 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.17% | - | 11,517 | -210 | -1.79% | 108,836,000 | Jun 30, 2024 |
| STATE STREET CORP | 0.17% | - | 11,508 | - | - | 108,751,000 | Jun 30, 2024 |
| UBS GROUP AG | 0.02% | - | 1,527 | 1,526 | 152600.00% | 14,430 | Jun 30, 2024 |
| BLACKROCK INC. | 0.21% | - | 14,128 | 1,088 | 8.34% | 133,509 | Jun 30, 2024 |
| MORGAN STANLEY | 0.06% | - | 3,830 | 1 | 0.03% | 36,194 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.00% | - | 62 | 62 | 100.00% | 1,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 39 | 23 | 143.75% | 369 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -39 | -100.00% | - | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -7,400 | -100.00% | - | Jun 30, 2024 |
The largest Summit State Bank shareholder by % of total assets is CALDWELL SUTTER CAPITAL, INC.. The company owns 202.18K shares of Summit State Bank (SSBI), representing 0.95% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.80% | 0.01% | 53,820 | 15,000 | 38.64% | 508,599 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 0.87% | 0.43% | 58,452 | 12,255 | 26.53% | 552,373 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.73% | - | 48,935 | 1,920 | 4.08% | 462,557 | Jun 30, 2024 |
| UBS GROUP AG | 0.02% | - | 1,527 | 1,526 | 152600.00% | 14,430 | Jun 30, 2024 |
| BLACKROCK INC. | 0.21% | - | 14,128 | 1,088 | 8.34% | 133,509 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,204 | 79 | 7.02% | 11,378 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.00% | - | 62 | 62 | 100.00% | 1,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 39 | 23 | 143.75% | 369 | Jun 30, 2024 |
| MORGAN STANLEY | 0.06% | - | 3,830 | 1 | 0.03% | 36,194 | Jun 30, 2024 |
| STATE STREET CORP | 0.17% | - | 11,508 | - | - | 108,751,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.15% | 0.00% | 277,924 | - | - | 2,626,382 | Jun 30, 2024 |
| MAI CAPITAL MANAGEMENT | 1.37% | 0.01% | 91,634 | - | - | 865,941 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 6.56% | 0.49% | 439,395 | - | - | 4,152,283 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -39 | -100.00% | - | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.17% | - | 11,517 | -210 | -1.79% | 108,836,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.99% | 0.00% | 66,169 | -1,764 | -2.60% | 625,297 | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 3.02% | 0.95% | 202,176 | -7,152 | -3.42% | 1,910,563 | Jun 30, 2024 |
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -7,400 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Summit State Bank's largest institutional buyer is BRIDGEWAY CAPITAL MANAGEMENT, LLC. The company purchased 15.00K stocks of SSBI, valued at $508.60K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -7,400 | -100.00% | - | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 3.02% | 0.95% | 202,176 | -7,152 | -3.42% | 1,910,563 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.99% | 0.00% | 66,169 | -1,764 | -2.60% | 625,297 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.17% | - | 11,517 | -210 | -1.79% | 108,836,000 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -39 | -100.00% | - | Jun 30, 2024 |
| BANC FUNDS CO LLC | 6.56% | 0.49% | 439,395 | - | - | 4,152,283 | Jun 30, 2024 |
| MAI CAPITAL MANAGEMENT | 1.37% | 0.01% | 91,634 | - | - | 865,941 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.15% | 0.00% | 277,924 | - | - | 2,626,382 | Jun 30, 2024 |
| STATE STREET CORP | 0.17% | - | 11,508 | - | - | 108,751,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.06% | - | 3,830 | 1 | 0.03% | 36,194 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 39 | 23 | 143.75% | 369 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.00% | - | 62 | 62 | 100.00% | 1,000 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 1,204 | 79 | 7.02% | 11,378 | Jun 30, 2024 |
| BLACKROCK INC. | 0.21% | - | 14,128 | 1,088 | 8.34% | 133,509 | Jun 30, 2024 |
| UBS GROUP AG | 0.02% | - | 1,527 | 1,526 | 152600.00% | 14,430 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.73% | - | 48,935 | 1,920 | 4.08% | 462,557 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 0.87% | 0.43% | 58,452 | 12,255 | 26.53% | 552,373 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.80% | 0.01% | 53,820 | 15,000 | 38.64% | 508,599 | Jun 30, 2024 |
As of Jun 30 2024, Summit State Bank's biggest institutional seller is ADVISOR GROUP HOLDINGS, INC.. The company sold -7.40K shares of SSBI, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 0.00% | - | 62 | 62 | 100.00% | 1,000 | Jun 30, 2024 |
Summit State Bank's largest new institutional shareholder by number of shares is ROYAL BANK OF CANADA, purchased 62.00 shares, valued at $1.00K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ADVISOR GROUP HOLDINGS, INC. | - | - | - | -7,400 | -100.00% | - | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | - | - | - | -39 | -100.00% | - | Jun 30, 2024 |
Summit State Bank's largest sold out institutional shareholder by shares sold is ADVISOR GROUP HOLDINGS, INC., sold -7.40K shares, valued at -, as of undefined.
Summit State Bank Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| BRIDGEWAY FUNDS INC | 0.02% | 38,820 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.01% | 5,830 | - | - | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 7,170 | - | - | Mar 28, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 265,706 | -84,229 | -24.07% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 44,252 | 105 | 0.24% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 4,372 | - | - | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 47,256 | -105 | -0.22% | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 1,071 | - | - | Jan 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 1,323 | - | - | Dec 31, 2023 |
| Dimensional ETF Trust | 0.00% | 10,109 | - | - | Jan 31, 2024 |
| WisdomTree Trust | 0.00% | 17,353 | - | - | Feb 29, 2024 |
| EQ ADVISORS TRUST | 0.00% | 880 | - | - | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 11,457 | -300 | -2.55% | Mar 31, 2024 |
Summit State Bank's largest mutual fund holder by % of total assets is "BRIDGEWAY FUNDS INC", owning 38.82K shares, compromising 0.02% of its total assets.
Summit State Bank Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 17 | -10.53% |
| 31 Mar, 24 | 19 | -9.52% |
| 31 Dec, 23 | 21 | 10.53% |
| 30 Sep, 23 | 19 | -13.64% |
| 30 Jun, 23 | 22 | 4.76% |
| 31 Mar, 23 | 21 | -4.55% |
| 31 Dec, 22 | 22 | 22.22% |
| 30 Sep, 22 | 18 | -5.26% |
| 30 Jun, 22 | 19 | 11.76% |
| 31 Mar, 22 | 17 | 6.25% |
| 31 Dec, 21 | 16 | - |
| 30 Sep, 21 | 16 | -11.11% |
| 30 Jun, 21 | 18 | -10.00% |
| 31 Mar, 21 | 20 | 5.26% |
| 31 Dec, 20 | 19 | 5.56% |
| 30 Sep, 20 | 18 | -5.26% |
| 30 Jun, 20 | 19 | 11.76% |
| 31 Mar, 20 | 17 | -19.05% |
| 31 Dec, 19 | 21 | -4.55% |
| 30 Sep, 19 | 22 | -12.00% |
| 30 Jun, 19 | 25 | - |
| 31 Mar, 19 | 25 | -3.85% |
| 31 Dec, 18 | 26 | 13.04% |
| 30 Sep, 18 | 23 | -11.54% |
| 30 Jun, 18 | 26 | 8.33% |
| 31 Mar, 18 | 24 | 9.09% |
| 31 Dec, 17 | 22 | 4.76% |
| 30 Sep, 17 | 21 | 10.53% |
| 30 Jun, 17 | 19 | - |
| 31 Mar, 17 | 19 | -5.00% |
| 31 Dec, 16 | 20 | 5.26% |
| 30 Sep, 16 | 19 | 11.76% |
| 30 Jun, 16 | 17 | -5.56% |
| 31 Mar, 16 | 18 | 5.88% |
| 31 Dec, 15 | 17 | 6.25% |
| 30 Sep, 15 | 16 | - |
| 30 Jun, 15 | 16 | -5.88% |
| 31 Mar, 15 | 17 | 6.25% |
| 31 Dec, 14 | 16 | 6.67% |
| 30 Sep, 14 | 15 | -11.76% |
| 30 Jun, 14 | 17 | 13.33% |
| 31 Mar, 14 | 15 | -16.67% |
| 31 Dec, 13 | 18 | 12.50% |
| 30 Sep, 13 | 16 | 60.00% |
| 30 Jun, 13 | 10 | 900.00% |
| 31 Mar, 13 | 1 | -66.67% |
| 31 Dec, 12 | 3 | - |
| 30 Sep, 12 | 3 | - |
| 30 Jun, 12 | 3 | 50.00% |
| 31 Mar, 12 | 2 | - |
| 31 Dec, 11 | 2 | 100.00% |
| 30 Sep, 11 | 1 | - |
| 31 Mar, 11 | 1 | - |
| 31 Dec, 10 | 1 | - |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | 1 | - |
| 31 Dec, 09 | 1 | - |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | 1 | - |
| 31 Dec, 08 | 1 | - |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | 1 | - |
| 30 Sep, 06 | 1 | - |
As of 30 Jun 24, 17 institutions are holding Summit State Bank's shares, representing a decrease of -10.53% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 1,298,125 | -2.13% |
| 31 Mar, 24 | 1,326,430 | -3.54% |
| 31 Dec, 23 | 1,375,056 | 2.42% |
| 30 Sep, 23 | 1,342,548 | -3.05% |
| 30 Jun, 23 | 1,384,828 | 4.36% |
| 31 Mar, 23 | 1,326,996 | 4.01% |
| 31 Dec, 22 | 1,275,832 | 20.33% |
| 30 Sep, 22 | 1,060,315 | -0.30% |
| 30 Jun, 22 | 1,063,516 | -0.06% |
| 31 Mar, 22 | 1,064,158 | 23.97% |
| 31 Dec, 21 | 858,433 | 8.37% |
| 30 Sep, 21 | 792,128 | -6.56% |
| 30 Jun, 21 | 847,745 | -3.16% |
| 31 Mar, 21 | 875,429 | 8.12% |
| 31 Dec, 20 | 809,674 | -6.52% |
| 30 Sep, 20 | 866,188 | -4.15% |
| 30 Jun, 20 | 903,657 | 7.13% |
| 31 Mar, 20 | 843,490 | 3.27% |
| 31 Dec, 19 | 816,811 | 0.03% |
| 30 Sep, 19 | 816,600 | -6.06% |
| 30 Jun, 19 | 869,274 | 2.83% |
| 31 Mar, 19 | 845,313 | -2.85% |
| 31 Dec, 18 | 870,100 | 6.89% |
| 30 Sep, 18 | 814,002 | -5.32% |
| 30 Jun, 18 | 859,776 | -2.24% |
| 31 Mar, 18 | 879,435 | -3.94% |
| 31 Dec, 17 | 915,506 | 8.46% |
| 30 Sep, 17 | 844,117 | 9.73% |
| 30 Jun, 17 | 769,263 | 29.26% |
| 31 Mar, 17 | 595,121 | 29.99% |
| 31 Dec, 16 | 457,828 | 12.00% |
| 30 Sep, 16 | 408,762 | 10.49% |
| 30 Jun, 16 | 369,943 | -12.36% |
| 31 Mar, 16 | 422,118 | -1.33% |
| 31 Dec, 15 | 427,799 | 2.75% |
| 30 Sep, 15 | 416,369 | 4.02% |
| 30 Jun, 15 | 400,262 | -0.01% |
| 31 Mar, 15 | 400,320 | -3.85% |
| 31 Dec, 14 | 416,345 | 0.15% |
| 30 Sep, 14 | 415,717 | -8.42% |
| 30 Jun, 14 | 453,963 | 5.20% |
| 31 Mar, 14 | 431,538 | 1.63% |
| 31 Dec, 13 | 424,601 | 6.56% |
| 30 Sep, 13 | 398,480 | 9.05% |
| 30 Jun, 13 | 365,411 | 18170.55% |
| 31 Mar, 13 | 2,000 | -99.07% |
| 31 Dec, 12 | 214,970 | -1.99% |
| 30 Sep, 12 | 219,335 | -0.07% |
| 30 Jun, 12 | 219,499 | 0.52% |
| 31 Mar, 12 | 218,369 | 1735.03% |
| 31 Dec, 11 | 11,900 | 20.20% |
| 30 Sep, 11 | 9,900 | - |
| 31 Mar, 11 | 17,680 | -57.71% |
| 31 Dec, 10 | 41,806 | 220.35% |
| 30 Sep, 10 | 13,050 | -16.08% |
| 30 Jun, 10 | 15,550 | -14.79% |
| 31 Mar, 10 | 18,250 | -24.27% |
| 31 Dec, 09 | 24,099 | -5.86% |
| 30 Sep, 09 | 25,599 | -15.37% |
| 30 Jun, 09 | 30,249 | -29.65% |
| 31 Mar, 09 | 42,999 | -12.25% |
| 31 Dec, 08 | 49,000 | -11.07% |
| 30 Sep, 08 | 55,100 | -14.17% |
| 30 Jun, 08 | 64,200 | -2.65% |
| 31 Mar, 08 | 65,950 | -3.65% |
| 31 Dec, 07 | 68,450 | - |
| 30 Sep, 07 | 68,450 | 9.43% |
| 30 Jun, 07 | 62,549 | 95.59% |
| 31 Mar, 07 | 31,980 | - |
| 30 Sep, 06 | 71,600 | - |
Summit State Bank (SSBI) has 1.30M shares outstanding as of 30 Jun 24, down -2.13% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 19.38% | 4.94% |
| 31 Mar, 24 | 19.80% | 4.70% |
| 31 Dec, 23 | 20.53% | 5.11% |
| 30 Sep, 23 | 20.05% | 4.69% |
| 30 Jun, 23 | 20.68% | 5.25% |
| 31 Mar, 23 | 19.84% | 5.45% |
| 31 Dec, 22 | 19.08% | 7.59% |
| 30 Sep, 22 | 15.85% | 6.27% |
| 30 Jun, 22 | 15.90% | 6.28% |
| 31 Mar, 22 | 15.92% | 9.64% |
| 31 Dec, 21 | 12.85% | 9.14% |
| 30 Sep, 21 | 11.86% | 7.36% |
| 30 Jun, 21 | 12.70% | 7.39% |
| 31 Mar, 21 | 13.11% | 7.37% |
| 31 Dec, 20 | 13.34% | 7.93% |
| 30 Sep, 20 | 12.97% | 7.08% |
| 30 Jun, 20 | 13.53% | 8.48% |
| 31 Mar, 20 | 12.63% | 8.44% |
| 31 Dec, 19 | 12.24% | 8.18% |
| 30 Sep, 19 | 12.23% | 7.21% |
| 30 Jun, 19 | 13.02% | 8.12% |
| 31 Mar, 19 | 12.67% | 6.16% |
| 31 Dec, 18 | 14.34% | 9.64% |
| 30 Sep, 18 | 12.20% | 7.35% |
| 30 Jun, 18 | 12.89% | 7.40% |
| 31 Mar, 18 | 13.20% | 6.93% |
| 31 Dec, 17 | 13.80% | 8.54% |
| 30 Sep, 17 | 12.71% | 9.44% |
| 30 Jun, 17 | 11.60% | 14.38% |
| 31 Mar, 17 | 8.98% | 15.52% |
| 31 Dec, 16 | 7.61% | 19.95% |
| 30 Sep, 16 | 6.18% | 19.68% |
| 30 Jun, 16 | 5.60% | 13.60% |
| 31 Mar, 16 | 6.42% | 15.17% |
| 31 Dec, 15 | 6.50% | 16.23% |
| 30 Sep, 15 | 6.33% | 17.09% |
| 30 Jun, 15 | 6.09% | 16.42% |
| 31 Mar, 15 | 6.09% | 12.55% |
| 31 Dec, 14 | 6.97% | 17.39% |
| 30 Sep, 14 | 6.33% | 13.25% |
| 30 Jun, 14 | 6.91% | 16.02% |
| 31 Mar, 14 | 6.57% | 15.61% |
| 31 Dec, 13 | 6.49% | 17.45% |
| 30 Sep, 13 | 6.10% | 19.46% |
| 30 Jun, 13 | 5.60% | 596825.16% |
| 31 Mar, 13 | 0.03% | 0.28% |
| 31 Dec, 12 | 3.29% | 29.15% |
| 30 Sep, 12 | 3.36% | 29.70% |
| 30 Jun, 12 | 3.36% | 30.03% |
| 31 Mar, 12 | 3.35% | 8316.10% |
| 31 Dec, 11 | 0.20% | 871.59% |
| 30 Sep, 11 | 0.15% | - |
| 31 Mar, 11 | 0.27% | 66.00% |
| 31 Dec, 10 | 0.64% | 1601.75% |
| 30 Sep, 10 | 0.20% | 352.16% |
| 30 Jun, 10 | 0.24% | 304.65% |
| 31 Mar, 10 | 0.28% | 205.01% |
| 31 Dec, 09 | 0.37% | 239.91% |
| 30 Sep, 09 | 0.39% | 182.55% |
| 30 Jun, 09 | 0.46% | 106.74% |
| 31 Mar, 09 | 0.66% | 116.84% |
| 31 Dec, 08 | 0.75% | 105.30% |
| 30 Sep, 08 | 0.84% | 87.23% |
| 30 Jun, 08 | 0.98% | 96.31% |
| 31 Mar, 08 | 1.01% | 95.19% |
| 31 Dec, 07 | 1.03% | 97.61% |
| 30 Sep, 07 | 1.03% | 116.55% |
| 30 Jun, 07 | 0.94% | 404.61% |
| 31 Mar, 07 | 0.48% | - |
| 30 Sep, 06 | 1.55% | - |
As of 30 Jun 24, Summit State Bank is held by 19.38% institutional shareholders, representing a 4.94% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 10 | 42.86% |
| 31 Mar, 24 | 7 | -46.15% |
| 31 Dec, 23 | 13 | 85.71% |
| 30 Sep, 23 | 7 | -50.00% |
| 30 Jun, 23 | 14 | 55.56% |
| 31 Mar, 23 | 9 | -30.77% |
| 31 Dec, 22 | 13 | 160.00% |
| 30 Sep, 22 | 5 | -28.57% |
| 30 Jun, 22 | 7 | 16.67% |
| 31 Mar, 22 | 6 | -60.00% |
| 31 Dec, 21 | 15 | 650.00% |
| 30 Sep, 21 | 2 | -75.00% |
| 30 Jun, 21 | 8 | 14.29% |
| 31 Mar, 21 | 7 | -12.50% |
| 31 Dec, 20 | 8 | 300.00% |
| 30 Sep, 20 | 2 | -71.43% |
| 30 Jun, 20 | 7 | 16.67% |
| 31 Mar, 20 | 6 | - |
| 31 Dec, 19 | 6 | 50.00% |
| 30 Sep, 19 | 4 | -55.56% |
| 30 Jun, 19 | 9 | - |
| 31 Mar, 19 | 9 | -10.00% |
| 31 Dec, 18 | 10 | 150.00% |
| 30 Sep, 18 | 4 | -63.64% |
| 30 Jun, 18 | 11 | -8.33% |
| 31 Mar, 18 | 12 | 20.00% |
| 31 Dec, 17 | 10 | 42.86% |
| 30 Sep, 17 | 7 | -41.67% |
| 30 Jun, 17 | 12 | -29.41% |
| 31 Mar, 17 | 17 | 240.00% |
| 31 Dec, 16 | 5 | -28.57% |
| 30 Sep, 16 | 7 | -30.00% |
| 30 Jun, 16 | 10 | 25.00% |
| 31 Mar, 16 | 8 | 33.33% |
| 31 Dec, 15 | 6 | - |
| 30 Sep, 15 | 6 | 50.00% |
| 30 Jun, 15 | 4 | -55.56% |
| 31 Mar, 15 | 9 | 50.00% |
| 31 Dec, 14 | 6 | 50.00% |
| 30 Sep, 14 | 4 | -42.86% |
| 30 Jun, 14 | 7 | 75.00% |
| 31 Mar, 14 | 4 | -33.33% |
| 31 Dec, 13 | 6 | -25.00% |
| 30 Sep, 13 | 8 | -20.00% |
| 30 Jun, 13 | 10 | - |
| 31 Mar, 13 | - | -100.00% |
| 31 Dec, 12 | 1 | - |
| 30 Sep, 12 | 1 | - |
| 30 Jun, 12 | 1 | -50.00% |
| 31 Mar, 12 | 2 | 100.00% |
| 31 Dec, 11 | 1 | - |
| 30 Sep, 11 | 1 | - |
| 31 Mar, 11 | - | -100.00% |
| 31 Dec, 10 | 1 | - |
| 30 Sep, 10 | - | - |
| 30 Jun, 10 | - | - |
| 31 Mar, 10 | - | - |
| 31 Dec, 09 | - | - |
| 30 Sep, 09 | - | - |
| 30 Jun, 09 | - | - |
| 31 Mar, 09 | - | - |
| 31 Dec, 08 | - | - |
| 30 Sep, 08 | - | - |
| 30 Jun, 08 | - | - |
| 31 Mar, 08 | - | - |
| 31 Dec, 07 | - | -100.00% |
| 30 Sep, 07 | 1 | - |
| 30 Jun, 07 | 1 | - |
| 31 Mar, 07 | 1 | - |
| 30 Sep, 06 | 1 | - |
10 institutional shareholders have increased their position in SSBI stock as of 30 Jun 24 compared to 7 in the previous quarter (a 42.86% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 3 | -66.67% |
| 31 Mar, 24 | 9 | 350.00% |
| 31 Dec, 23 | 2 | -60.00% |
| 30 Sep, 23 | 5 | 25.00% |
| 30 Jun, 23 | 4 | -20.00% |
| 31 Mar, 23 | 5 | - |
| 31 Dec, 22 | 5 | -16.67% |
| 30 Sep, 22 | 6 | - |
| 30 Jun, 22 | 6 | 20.00% |
| 31 Mar, 22 | 5 | 400.00% |
| 31 Dec, 21 | 1 | -83.33% |
| 30 Sep, 21 | 6 | 20.00% |
| 30 Jun, 21 | 5 | -16.67% |
| 31 Mar, 21 | 6 | 100.00% |
| 31 Dec, 20 | 3 | -50.00% |
| 30 Sep, 20 | 6 | 20.00% |
| 30 Jun, 20 | 5 | 400.00% |
| 31 Mar, 20 | 1 | -66.67% |
| 31 Dec, 19 | 3 | -50.00% |
| 30 Sep, 19 | 6 | 20.00% |
| 30 Jun, 19 | 5 | -16.67% |
| 31 Mar, 19 | 6 | 20.00% |
| 31 Dec, 18 | 5 | -28.57% |
| 30 Sep, 18 | 7 | 16.67% |
| 30 Jun, 18 | 6 | 100.00% |
| 31 Mar, 18 | 3 | -40.00% |
| 31 Dec, 17 | 5 | 150.00% |
| 30 Sep, 17 | 2 | - |
| 30 Jun, 17 | 2 | 100.00% |
| 31 Mar, 17 | 1 | -83.33% |
| 31 Dec, 16 | 6 | 100.00% |
| 30 Sep, 16 | 3 | - |
| 30 Jun, 16 | 3 | - |
| 31 Mar, 16 | 3 | -25.00% |
| 31 Dec, 15 | 4 | 33.33% |
| 30 Sep, 15 | 3 | - |
| 30 Jun, 15 | 3 | -25.00% |
| 31 Mar, 15 | 4 | -20.00% |
| 31 Dec, 14 | 5 | 25.00% |
| 30 Sep, 14 | 4 | 33.33% |
| 30 Jun, 14 | 3 | -25.00% |
| 31 Mar, 14 | 4 | -20.00% |
| 31 Dec, 13 | 5 | 400.00% |
| 30 Sep, 13 | 1 | - |
| 30 Jun, 13 | - | -100.00% |
| 31 Mar, 13 | 1 | - |
| 31 Dec, 12 | 1 | - |
| 30 Sep, 12 | 1 | -50.00% |
| 30 Jun, 12 | 2 | - |
| 31 Mar, 12 | - | - |
| 31 Dec, 11 | - | - |
| 30 Sep, 11 | - | - |
| 31 Mar, 11 | 1 | - |
| 31 Dec, 10 | - | -100.00% |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | 1 | - |
| 31 Dec, 09 | 1 | - |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | 1 | - |
| 31 Dec, 08 | 1 | - |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Mar, 08 | 1 | - |
| 31 Dec, 07 | - | - |
| 30 Sep, 07 | - | - |
| 30 Jun, 07 | - | - |
| 31 Mar, 07 | - | - |
| 30 Sep, 06 | - | - |
3 institutional shareholders have reduced their position in SSBI stock as of 30 Jun 24 compared to 9 in the previous quarter (a -66.67% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 17 | -10.53% | 1,298,125 | -2.13% | 19.38% | 4.94% | 10 | 42.86% | 3 | -66.67% |
| 31 Mar, 24 | 19 | -9.52% | 1,326,430 | -3.54% | 19.80% | 4.70% | 7 | -46.15% | 9 | 350.00% |
| 31 Dec, 23 | 21 | 10.53% | 1,375,056 | 2.42% | 20.53% | 5.11% | 13 | 85.71% | 2 | -60.00% |
| 30 Sep, 23 | 19 | -13.64% | 1,342,548 | -3.05% | 20.05% | 4.69% | 7 | -50.00% | 5 | 25.00% |
| 30 Jun, 23 | 22 | 4.76% | 1,384,828 | 4.36% | 20.68% | 5.25% | 14 | 55.56% | 4 | -20.00% |
| 31 Mar, 23 | 21 | -4.55% | 1,326,996 | 4.01% | 19.84% | 5.45% | 9 | -30.77% | 5 | - |
| 31 Dec, 22 | 22 | 22.22% | 1,275,832 | 20.33% | 19.08% | 7.59% | 13 | 160.00% | 5 | -16.67% |
| 30 Sep, 22 | 18 | -5.26% | 1,060,315 | -0.30% | 15.85% | 6.27% | 5 | -28.57% | 6 | - |
| 30 Jun, 22 | 19 | 11.76% | 1,063,516 | -0.06% | 15.90% | 6.28% | 7 | 16.67% | 6 | 20.00% |
| 31 Mar, 22 | 17 | 6.25% | 1,064,158 | 23.97% | 15.92% | 9.64% | 6 | -60.00% | 5 | 400.00% |
| 31 Dec, 21 | 16 | - | 858,433 | 8.37% | 12.85% | 9.14% | 15 | 650.00% | 1 | -83.33% |
| 30 Sep, 21 | 16 | -11.11% | 792,128 | -6.56% | 11.86% | 7.36% | 2 | -75.00% | 6 | 20.00% |
| 30 Jun, 21 | 18 | -10.00% | 847,745 | -3.16% | 12.70% | 7.39% | 8 | 14.29% | 5 | -16.67% |
| 31 Mar, 21 | 20 | 5.26% | 875,429 | 8.12% | 13.11% | 7.37% | 7 | -12.50% | 6 | 100.00% |
| 31 Dec, 20 | 19 | 5.56% | 809,674 | -6.52% | 13.34% | 7.93% | 8 | 300.00% | 3 | -50.00% |
| 30 Sep, 20 | 18 | -5.26% | 866,188 | -4.15% | 12.97% | 7.08% | 2 | -71.43% | 6 | 20.00% |
| 30 Jun, 20 | 19 | 11.76% | 903,657 | 7.13% | 13.53% | 8.48% | 7 | 16.67% | 5 | 400.00% |
| 31 Mar, 20 | 17 | -19.05% | 843,490 | 3.27% | 12.63% | 8.44% | 6 | - | 1 | -66.67% |
| 31 Dec, 19 | 21 | -4.55% | 816,811 | 0.03% | 12.24% | 8.18% | 6 | 50.00% | 3 | -50.00% |
| 30 Sep, 19 | 22 | -12.00% | 816,600 | -6.06% | 12.23% | 7.21% | 4 | -55.56% | 6 | 20.00% |
| 30 Jun, 19 | 25 | - | 869,274 | 2.83% | 13.02% | 8.12% | 9 | - | 5 | -16.67% |
| 31 Mar, 19 | 25 | -3.85% | 845,313 | -2.85% | 12.67% | 6.16% | 9 | -10.00% | 6 | 20.00% |
| 31 Dec, 18 | 26 | 13.04% | 870,100 | 6.89% | 14.34% | 9.64% | 10 | 150.00% | 5 | -28.57% |
| 30 Sep, 18 | 23 | -11.54% | 814,002 | -5.32% | 12.20% | 7.35% | 4 | -63.64% | 7 | 16.67% |
| 30 Jun, 18 | 26 | 8.33% | 859,776 | -2.24% | 12.89% | 7.40% | 11 | -8.33% | 6 | 100.00% |
| 31 Mar, 18 | 24 | 9.09% | 879,435 | -3.94% | 13.20% | 6.93% | 12 | 20.00% | 3 | -40.00% |
| 31 Dec, 17 | 22 | 4.76% | 915,506 | 8.46% | 13.80% | 8.54% | 10 | 42.86% | 5 | 150.00% |
| 30 Sep, 17 | 21 | 10.53% | 844,117 | 9.73% | 12.71% | 9.44% | 7 | -41.67% | 2 | - |
| 30 Jun, 17 | 19 | - | 769,263 | 29.26% | 11.60% | 14.38% | 12 | -29.41% | 2 | 100.00% |
| 31 Mar, 17 | 19 | -5.00% | 595,121 | 29.99% | 8.98% | 15.52% | 17 | 240.00% | 1 | -83.33% |
| 31 Dec, 16 | 20 | 5.26% | 457,828 | 12.00% | 7.61% | 19.95% | 5 | -28.57% | 6 | 100.00% |
| 30 Sep, 16 | 19 | 11.76% | 408,762 | 10.49% | 6.18% | 19.68% | 7 | -30.00% | 3 | - |
| 30 Jun, 16 | 17 | -5.56% | 369,943 | -12.36% | 5.60% | 13.60% | 10 | 25.00% | 3 | - |
| 31 Mar, 16 | 18 | 5.88% | 422,118 | -1.33% | 6.42% | 15.17% | 8 | 33.33% | 3 | -25.00% |
| 31 Dec, 15 | 17 | 6.25% | 427,799 | 2.75% | 6.50% | 16.23% | 6 | - | 4 | 33.33% |
| 30 Sep, 15 | 16 | - | 416,369 | 4.02% | 6.33% | 17.09% | 6 | 50.00% | 3 | - |
| 30 Jun, 15 | 16 | -5.88% | 400,262 | -0.01% | 6.09% | 16.42% | 4 | -55.56% | 3 | -25.00% |
| 31 Mar, 15 | 17 | 6.25% | 400,320 | -3.85% | 6.09% | 12.55% | 9 | 50.00% | 4 | -20.00% |
| 31 Dec, 14 | 16 | 6.67% | 416,345 | 0.15% | 6.97% | 17.39% | 6 | 50.00% | 5 | 25.00% |
| 30 Sep, 14 | 15 | -11.76% | 415,717 | -8.42% | 6.33% | 13.25% | 4 | -42.86% | 4 | 33.33% |
| 30 Jun, 14 | 17 | 13.33% | 453,963 | 5.20% | 6.91% | 16.02% | 7 | 75.00% | 3 | -25.00% |
| 31 Mar, 14 | 15 | -16.67% | 431,538 | 1.63% | 6.57% | 15.61% | 4 | -33.33% | 4 | -20.00% |
| 31 Dec, 13 | 18 | 12.50% | 424,601 | 6.56% | 6.49% | 17.45% | 6 | -25.00% | 5 | 400.00% |
| 30 Sep, 13 | 16 | 60.00% | 398,480 | 9.05% | 6.10% | 19.46% | 8 | -20.00% | 1 | - |
| 30 Jun, 13 | 10 | 900.00% | 365,411 | 18170.55% | 5.60% | 596825.16% | 10 | - | - | -100.00% |
| 31 Mar, 13 | 1 | -66.67% | 2,000 | -99.07% | 0.03% | 0.28% | - | -100.00% | 1 | - |
| 31 Dec, 12 | 3 | - | 214,970 | -1.99% | 3.29% | 29.15% | 1 | - | 1 | - |
| 30 Sep, 12 | 3 | - | 219,335 | -0.07% | 3.36% | 29.70% | 1 | - | 1 | -50.00% |
| 30 Jun, 12 | 3 | 50.00% | 219,499 | 0.52% | 3.36% | 30.03% | 1 | -50.00% | 2 | - |
| 31 Mar, 12 | 2 | - | 218,369 | 1735.03% | 3.35% | 8316.10% | 2 | 100.00% | - | - |
| 31 Dec, 11 | 2 | 100.00% | 11,900 | 20.20% | 0.20% | 871.59% | 1 | - | - | - |
| 30 Sep, 11 | 1 | - | 9,900 | - | 0.15% | - | 1 | - | - | - |
| 31 Mar, 11 | 1 | - | 17,680 | -57.71% | 0.27% | 66.00% | - | -100.00% | 1 | - |
| 31 Dec, 10 | 1 | - | 41,806 | 220.35% | 0.64% | 1601.75% | 1 | - | - | -100.00% |
| 30 Sep, 10 | 1 | - | 13,050 | -16.08% | 0.20% | 352.16% | - | - | 1 | - |
| 30 Jun, 10 | 1 | - | 15,550 | -14.79% | 0.24% | 304.65% | - | - | 1 | - |
| 31 Mar, 10 | 1 | - | 18,250 | -24.27% | 0.28% | 205.01% | - | - | 1 | - |
| 31 Dec, 09 | 1 | - | 24,099 | -5.86% | 0.37% | 239.91% | - | - | 1 | - |
| 30 Sep, 09 | 1 | - | 25,599 | -15.37% | 0.39% | 182.55% | - | - | 1 | - |
| 30 Jun, 09 | 1 | - | 30,249 | -29.65% | 0.46% | 106.74% | - | - | 1 | - |
| 31 Mar, 09 | 1 | - | 42,999 | -12.25% | 0.66% | 116.84% | - | - | 1 | - |
| 31 Dec, 08 | 1 | - | 49,000 | -11.07% | 0.75% | 105.30% | - | - | 1 | - |
| 30 Sep, 08 | 1 | - | 55,100 | -14.17% | 0.84% | 87.23% | - | - | 1 | - |
| 30 Jun, 08 | 1 | - | 64,200 | -2.65% | 0.98% | 96.31% | - | - | 1 | - |
| 31 Mar, 08 | 1 | - | 65,950 | -3.65% | 1.01% | 95.19% | - | - | 1 | - |
| 31 Dec, 07 | 1 | - | 68,450 | - | 1.03% | 97.61% | - | -100.00% | - | - |
| 30 Sep, 07 | 1 | - | 68,450 | 9.43% | 1.03% | 116.55% | 1 | - | - | - |
| 30 Jun, 07 | 1 | - | 62,549 | 95.59% | 0.94% | 404.61% | 1 | - | - | - |
| 31 Mar, 07 | 1 | - | 31,980 | - | 0.48% | - | 1 | - | - | - |
| 30 Sep, 06 | 1 | - | 71,600 | - | 1.55% | - | 1 | - | - | - |
SSBI Ownership FAQ
Who Owns Summit State Bank?
Summit State Bank is owned by institutional shareholders (19.38%), insiders (23.08%), and public (57.54%). The largest institutional shareholder of Summit State Bank is BANC FUNDS CO LLC (6.56% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.02% of total shares).
Who are the major institutional shareholders of Summit State Bank?
Summit State Bank's major institutional shareholders are BANC FUNDS CO LLC, VANGUARD GROUP INC, CALDWELL SUTTER CAPITAL, INC., MAI CAPITAL MANAGEMENT, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 16.08% of the company's share outstanding.
How many Summit State Bank shareholders are there?
As of Jun 2024, there are 17 institutional shareholders of Summit State Bank.
What percentage of Summit State Bank is owned by BANC FUNDS CO LLC?
BANC FUNDS CO LLC owns 439.4K shares of Summit State Bank, representing 6.56% of the company's total shares outstanding, valued at $4.15M (as of Jun 2024).
What percentage of Summit State Bank is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 277.92K shares of Summit State Bank (SSBI), compromising 4.15% of the company, valued at $2.63M.
What percentage of Summit State Bank is owned by CALDWELL SUTTER CAPITAL, INC?
CALDWELL SUTTER CAPITAL, INC is the third largest holder of Summit State Bank. The company owns 202.18K of the company's shares outstanding (worth $1.91M).