SSBI Summit State Bank
Summit State Bank (SSBI) Institutional Ownership
What the institutions did with SSBI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 553.6K | 25.8% |
| M3F, Inc. | 354.2K | 16.5% |
| CALDWELL SUTTER CAPITAL, INC. | 349.3K | 16.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 229.1K | 10.7% |
| BANC FUNDS CO LLC | 195.6K | 9.1% |
| MAI Capital Management | 90.6K | 4.2% |
| SALZHAUER MICHAEL | 72.6K | 3.4% |
| DIMENSIONAL FUND ADVISORS LP | 69.6K | 3.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 51.5K | 2.4% |
| VANGUARD FIDUCIARY TRUST CO | 30.3K | 1.4% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 28.8K | 1.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22.2K | 1.0% |
| BlackRock, Inc. | 19.2K | 0.9% |
| STIFEL FINANCIAL CORP | 16.2K | 0.8% |
| STATE STREET CORP | 13.9K | 0.6% |
| Creative Planning | 13.8K | 0.6% |
| RENAISSANCE TECHNOLOGIES LLC | 12.9K | 0.6% |
| Wealthspire Advisors, LLC | 12.5K | 0.6% |
| MORGAN STANLEY | 12.0K | 0.6% |
| Vanguard Global Advisers, LLC | 2.0K | 0.1% |
| FMR LLC | 22 | 0.0% |
| UBS Group AG | 8 | 0.0% |
| BARCLAYS PLC | 3 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Increased | 443.9K | 553.6K | +109.7K |
| Daytona Street Capital LLC | Sold Out | 49.1K | 0 | -49.1K |
| NORTHERN TRUST CORP | Sold Out | 14.9K | 0 | -14.9K |
| CITADEL ADVISORS LLC | Sold Out | 12.9K | 0 | -12.9K |
| BlackRock, Inc. | Increased | 13.9K | 19.2K | +5.3K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 26.4K | 30.3K | +3.9K |
| BANC FUNDS CO LLC | Reduced | 199.2K | 195.6K | -3.6K |
| CALDWELL SUTTER CAPITAL, INC. | Increased | 347.1K | 349.3K | +2.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Increased | 20.6K | 22.2K | +1.6K |
| JPMORGAN CHASE & CO | Sold Out | 938 | 0 | -938 |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 52.1K | 51.5K | -587 |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 12.6K | 12.9K | +300 |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 229.3K | 229.1K | -186 |
| UBS Group AG | Reduced | 191 | 8 | -183 |
| STATE STREET CORP | Reduced | 14.0K | 13.9K | -150 |
| FMR LLC | New | 0 | 22 | +22 |
| BARCLAYS PLC | New | 0 | 3 | +3 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.