Summit State Bank Ownership | Who Owns Summit State Bank?
Summit State Bank Ownership Summary
Summit State Bank is owned by 12.05% institutional investors, 28.68% insiders, and 59.27% retail investors. Alliancebernstein is the largest institutional shareholder, holding 6.60% 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 | 12.05% | 28.68% | 59.27% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.59% | 12.71% | 55.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alliancebernstein | 443.94K | 6.60% | $5.16M |
| M3f | 354.23K | 5.26% | $4.74M |
| Caldwell sutter capital | 347.06K | 5.16% | $4.64M |
| Vanguard group | 256.85K | 3.82% | $2.99M |
| Banc funds | 199.23K | 2.96% | $2.66M |
| Mai capital management | 90.63K | 1.35% | $1.21M |
| Salzhauer michael | 72.58K | 1.08% | $970.33K |
| Dimensional fund advisors lp | 69.62K | 1.03% | $930.87K |
| Geode capital management | 52.10K | 0.77% | $696.77K |
| Bridgeway capital management | 28.82K | 0.43% | $385.32K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Caldwell sutter capital | 347.06K | 1.89% | $4.64M |
| M3f | 354.23K | 1.17% | $4.74M |
| Banc funds | 199.23K | 0.50% | $2.66M |
| Salzhauer michael | 72.58K | 0.46% | $970.33K |
| Bridgeway capital management | 28.82K | 0.01% | $385.32K |
| Mai capital management | 90.63K | 0.01% | $1.21M |
| Alliancebernstein | 443.94K | 0.00% | $5.16M |
| Wealthspire advisors | 12.47K | 0.00% | $166.72K |
| Renaissance | 12.59K | 0.00% | $168.33K |
| Dimensional fund advisors lp | 69.62K | 0.00% | $930.87K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 443.94K | 0.00% | 109.48K |
| Vanguard fiduciary trust | 26.40K | 0.00% | 26.40K |
| Susquehanna group, llp | 20.56K | - | 8.35K |
| Banc funds | 199.23K | 0.50% | 6.00K |
| Vanguard global advisers | 2.02K | - | 2.02K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Salzhauer michael | 72.58K | 0.46% | -19.92K |
| Two sigma securities | - | - | -11.60K |
| Vanguard group | 256.85K | - | -10.87K |
| Advisor group | - | - | -7.40K |
| Van hulzen asset management | - | - | -4.81K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 26.40K | 0.00% | 26.40K | $353.02K |
| Vanguard global advisers | 2.02K | - | 2.02K | $26.95K |
| Royal bank of canada | 62.00 | - | 62.00 | $1.00K |
| Wells fargo & company/mn | 1.00 | - | 1.00 | $9.00 |
Sold Out
| Holder | Change |
|---|---|
| Citigroup | -1.00 |
| Sbi securities | -1.00 |
| Tower research capital llc (trc) | -586.00 |
| Van hulzen asset management | -4.81K |
| Advisor group | -7.40K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 8 | -61.90% | 810,817 | -55.87% | 12 | 1.62% | 1 | -85.71% | 5 | -37.50% |
| Sep 30, 2025 | 8 | -50.00% | 1,209,262 | -31.95% | 17 | 2.58% | 3 | -57.14% | 2 | -33.33% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 181.48K | 2.68% | - |
| Vanguard Total Stock Mkt Idx Inv | 178.01K | 2.63% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 50.19K | 0.74% | - |
| Fidelity Extended Market Index | 22.79K | 0.34% | -100.00 |
| 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 | 12.52K | 0.18% | - |
| DFA US Targeted Value I | 10.47K | 0.15% | - |
| DFA US Small Cap Value I | 10.20K | 0.15% | - |
SSBI Ownership FAQ
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