Summit State Bank Ownership | Who Owns Summit State Bank?

Summit State Bank Ownership Summary

Summit State Bank is owned by 26.88% institutional investors, 26.97% insiders, and 46.15% retail investors. Banc funds is the largest institutional shareholder, holding 5.72% of SSBI shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.68% of its assets in Summit State Bank shares.

SSBI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Summit State Bank	26.88%	26.97%	46.15%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	54.08%	12.36%	33.57%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Banc funds	385.13K	5.72%	$4.17M
M3f	352.85K	5.24%	$3.83M
Caldwell sutter capital	349.26K	5.19%	$3.79M
Vanguard group	277.92K	4.14%	$2.12M
Salzhauer michael	92.50K	1.37%	$1.00M
Mai capital management	91.63K	1.36%	$993.31K
Dimensional fund advisors lp	72.90K	1.08%	$556.94K
Bridgeway capital management	53.82K	0.80%	$411.19K
Geode capital management	53.00K	0.79%	$405.07K
Citadel advisors	15.80K	0.24%	$149.36K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Caldwell sutter capital	349.26K	1.73%	$3.79M
M3f	352.85K	1.08%	$3.83M
Banc funds	385.13K	0.63%	$4.17M
Salzhauer michael	92.50K	0.59%	$1.00M
Bridgeway capital management	53.82K	0.01%	$411.19K
Mai capital management	91.63K	0.01%	$993.31K
Creative planning	13.75K	0.00%	$105.19K
Dimensional fund advisors lp	72.90K	0.00%	$556.94K
Bank of america corp /de/	39.00	-	$369.00
Advisor group	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
M3f	352.85K	1.08%	51.42K
Caldwell sutter capital	349.26K	1.73%	36.16K
Geode capital management	53.00K	-	3.25K
State street	14.01K	-	2.50K
Citadel advisors	15.80K	-	1.63K

Top Sellers

Holder	Shares	% Assets	Change
Banc funds	385.13K	0.63%	-44.27K
Two sigma securities	-	-	-11.60K
Advisor group	-	-	-7.40K
Van hulzen asset management	-	-	-4.81K
Salzhauer michael	92.50K	0.59%	-3.55K

New Positions

Holder	Shares	% Assets	Change	Value
Royal bank of canada	62.00	-	62.00	$1.00K
Wells fargo & company/mn	1.00	-	1.00	$9.00

Sold Out

Holder	Change
Tower research capital llc (trc)	-586.00
Van hulzen asset management	-4.81K
Advisor group	-7.40K
Two sigma securities	-11.60K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	18	-	1,810,094	2.98%	26	3.93%	8	60.00%	3	-50.00%
Mar 31, 2025	18	-18.18%	1,757,783	1.25%	26	3.92%	5	-64.29%	6	500.00%
Dec 31, 2024	5	-70.59%	369,273	-72.68%	5	1.36%	5	-37.50%	-	-100.00%
Sep 30, 2024	17	-	1,351,497	4.11%	20	5.36%	8	-20.00%	5	66.67%
Jun 30, 2024	17	-10.53%	1,298,125	-2.13%	19	4.94%	10	42.86%	3	-66.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	181.48K	2.68%	-
Vanguard Total Stock Mkt Idx Inv	177.60K	2.62%	-3.88K
Vanguard Institutional Extnd Mkt Idx Tr	57.86K	0.85%	-26.37K
Fidelity Extended Market Index	27.11K	0.40%	-71.00
Bridgeway Omni Small-Cap Value N	21.00K	0.31%	-
Bridgeway Omni Small-Cap Value	21.00K	0.31%	-
DFA US Core Equity 2 I	14.81K	0.22%	-
iShares Micro-Cap ETF	14.70K	0.22%	-
DFA US Targeted Value I	10.47K	0.15%	-
DFA US Small Cap Value I	10.20K	0.15%	-

SSBI Ownership FAQ

Who Owns Summit State Bank?

Summit State Bank shareholders are primarily institutional investors at 26.88%, followed by 26.97% insiders and 46.15% retail investors. The average institutional ownership in Summit State Bank's industry, Regional Banks Stocks, is 54.08%, which Summit State Bank falls below.

Who owns the most shares of Summit State Bank?

Summit State Bank’s largest shareholders are Banc funds (385.13K shares, 5.72%), M3f (352.85K shares, 5.24%), and Caldwell sutter capital (349.26K shares, 5.19%). Together, they hold 16.15% of Summit State Bank’s total shares outstanding.

Does Blackrock own Summit State Bank?

BlackRock is not among the top 10 institutional shareholders of Summit State Bank.

Who is Summit State Bank’s biggest shareholder by percentage of total assets invested?

Caldwell sutter capital is Summit State Bank’s biggest shareholder by percentage of total assets invested, with 1.73% of its assets in 349.26K Summit State Bank shares, valued at 3.79M$.

Who is the top mutual fund holder of Summit State Bank shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Summit State Bank shares, with 2.68% of its total shares outstanding invested in 181.48K Summit State Bank shares.

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