Summit State Bank Ownership | Who Owns Summit State Bank?


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Summit State Bank Ownership Summary


Summit State Bank is owned by 5.50% institutional investors, 9.28% insiders, and 85.23% retail investors. Banc funds is the largest institutional shareholder, holding 6.39% of SSBI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.68% of its assets in Summit State Bank shares.

SSBI Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSummit State Bank5.50%9.28%85.23%
SectorFinancial Services Stocks 40.08%14.24%45.69%
IndustryRegional Banks Stocks41.99%11.95%46.06%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Banc funds429.39K6.39%$3.28M
M3f300.00K4.46%$2.29M
Vanguard group277.92K4.14%$2.12M
Caldwell sutter capital247.67K3.69%$1.89M
Salzhauer michael102.05K1.52%$780.65K
Mai capital management91.63K1.36%$700.08K
Dimensional fund advisors lp72.90K1.08%$556.94K
Bridgeway capital management53.82K0.80%$411.19K
Geode capital management53.00K0.79%$405.07K
Citadel advisors15.80K0.24%$149.36K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Caldwell sutter capital247.67K0.88%$1.89M
M3f300.00K0.66%$2.29M
Salzhauer michael102.05K0.40%$780.65K
Banc funds429.39K0.36%$3.28M
Two sigma securities11.60K0.01%$88.76K
Bridgeway capital management53.82K0.01%$411.19K
Mai capital management91.63K0.01%$700.08K
Van hulzen asset management4.81K0.00%$36.77K
Dimensional fund advisors lp72.90K0.00%$556.94K
Tower research capital llc (trc)586.000.00%$4.48K

Top Buyers

HolderShares% AssetsChange
M3f300.00K0.66%300.00K
Salzhauer michael102.05K0.40%23.59K
Caldwell sutter capital247.67K0.88%19.20K
Two sigma securities11.60K0.01%11.60K
Van hulzen asset management4.81K0.00%4.81K

Top Sellers

HolderShares% AssetsChange
Advisor group---7.40K
Northern trust11.52K--210.00
Creative planning13.75K0.00%-
Mai capital management91.63K0.01%-
Dimensional fund advisors lp72.90K0.00%-

New Positions

HolderShares% AssetsChangeValue
M3f300.00K0.66%300.00K$2.29M
Two sigma securities11.60K0.01%11.60K$88.76K
Van hulzen asset management4.81K0.00%4.81K$36.77K
Royal bank of canada62.00-62.00$1.00K
Wells fargo & company/mn1.00-1.00$9.00

Sold Out

HolderChange
Advisor group-7.40K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20245-70.59%369,273-72.68%51.36%5-37.50%--100.00%
Sep 30, 202417-1,351,4974.11%205.36%8-20.00%566.67%
Jun 30, 202417-10.53%1,298,125-2.13%194.94%1042.86%3-66.67%
Mar 31, 202419-9.52%1,326,430-3.54%194.70%7-46.15%9350.00%
Dec 31, 20232110.53%1,375,0562.42%205.11%1385.71%2-60.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv181.48K2.68%-
Vanguard Institutional Extnd Mkt Idx Tr84.23K1.24%-
Bridgeway Ultra-Small Company Market32.82K0.48%-
Fidelity Extended Market Index28.56K0.42%3.08K
Bridgeway Omni Small-Cap Value21.00K0.31%-
Bridgeway Omni Small-Cap Value N21.00K0.31%-
DFA US Core Equity 2 I14.81K0.22%-
iShares Micro-Cap ETF12.65K0.19%-
DFA US Targeted Value I10.47K0.15%-
DFA US Small Cap Value I10.20K0.15%-

SSBI Ownership FAQ


Who Owns Summit State Bank?

Summit State Bank shareholders are primarily institutional investors at 5.50%, followed by 9.28% insiders and 85.22% retail investors. The average institutional ownership in Summit State Bank's industry, Regional Banks Stocks, is 41.99%, which Summit State Bank falls below.

Who owns the most shares of Summit State Bank?

Summit State Bank’s largest shareholders are Banc funds (429.4K shares, 6.39%), M3f (300K shares, 4.46%), and Vanguard group (277.92K shares, 4.14%). Together, they hold 14.99% 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 0.88% of its assets in 247.67K Summit State Bank shares, valued at 1.89M$.

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

Vanguard Total Stock Mkt Idx Inv 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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