Summit State Bank Ownership | Who Owns Summit State Bank?

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

Type	Name	% Inst	% Insiders	% Retail
Stock	Summit State Bank	5.50%	9.28%	85.23%
Sector	Financial Services Stocks	40.08%	14.24%	45.69%
Industry	Regional Banks Stocks	41.99%	11.95%	46.06%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Banc funds	429.39K	6.39%	$3.28M
M3f	300.00K	4.46%	$2.29M
Vanguard group	277.92K	4.14%	$2.12M
Caldwell sutter capital	247.67K	3.69%	$1.89M
Salzhauer michael	102.05K	1.52%	$780.65K
Mai capital management	91.63K	1.36%	$700.08K
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	247.67K	0.88%	$1.89M
M3f	300.00K	0.66%	$2.29M
Salzhauer michael	102.05K	0.40%	$780.65K
Banc funds	429.39K	0.36%	$3.28M
Two sigma securities	11.60K	0.01%	$88.76K
Bridgeway capital management	53.82K	0.01%	$411.19K
Mai capital management	91.63K	0.01%	$700.08K
Van hulzen asset management	4.81K	0.00%	$36.77K
Dimensional fund advisors lp	72.90K	0.00%	$556.94K
Tower research capital llc (trc)	586.00	0.00%	$4.48K

Top Buyers

Holder	Shares	% Assets	Change
M3f	300.00K	0.66%	300.00K
Salzhauer michael	102.05K	0.40%	23.59K
Caldwell sutter capital	247.67K	0.88%	19.20K
Two sigma securities	11.60K	0.01%	11.60K
Van hulzen asset management	4.81K	0.00%	4.81K

Top Sellers

Holder	Shares	% Assets	Change
Advisor group	-	-	-7.40K
Northern trust	11.52K	-	-210.00
Creative planning	13.75K	0.00%	-
Mai capital management	91.63K	0.01%	-
Dimensional fund advisors lp	72.90K	0.00%	-

New Positions

Holder	Shares	% Assets	Change	Value
M3f	300.00K	0.66%	300.00K	$2.29M
Two sigma securities	11.60K	0.01%	11.60K	$88.76K
Van hulzen asset management	4.81K	0.00%	4.81K	$36.77K
Royal bank of canada	62.00	-	62.00	$1.00K
Wells fargo & company/mn	1.00	-	1.00	$9.00

Sold Out

Holder	Change
Advisor group	-7.40K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	19	-9.52%	1,326,430	-3.54%	19	4.70%	7	-46.15%	9	350.00%
Dec 31, 2023	21	10.53%	1,375,056	2.42%	20	5.11%	13	85.71%	2	-60.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	181.48K	2.68%	-
Vanguard Institutional Extnd Mkt Idx Tr	84.23K	1.24%	-
Bridgeway Ultra-Small Company Market	32.82K	0.48%	-
Fidelity Extended Market Index	28.56K	0.42%	3.08K
Bridgeway Omni Small-Cap Value	21.00K	0.31%	-
Bridgeway Omni Small-Cap Value N	21.00K	0.31%	-
DFA US Core Equity 2 I	14.81K	0.22%	-
iShares Micro-Cap ETF	12.65K	0.19%	-
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 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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