SSBI Institutional Ownership & Shareholders
SUMMIT STATE BANK (SSBI) is currently held by 24 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $24.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of SSBI tracked by InsiderSet, reporting ownership valued at approximately $7.40M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.33M, representing an estimated loss of -14.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% of the total disclosed SSBI value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Caldwell Sutter Capital, Inc., Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in SUMMIT STATE BANK (SSBI).
This page ranks the largest institutional SSBI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
24
Total Reported Value
$24.14M
Largest Holder
Alliancebernstein L.P.
Largest Position
$7.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.00% | 553,632 | $7,402,060 | $6,328,014 | -$1,074,046 | -14.51% | |
| Caldwell Sutter Capital, Inc. | 1.79% | 349,284 | $4,736,291 | $3,992,316 | -$743,975 | -15.71% | |
| Vanguard Capital Management Llc | 0.00% | 229,146 | $3,107,220 | $2,619,139 | -$488,081 | -15.71% | |
| Banc Funds Co Llc | 0.44% | 195,627 | $2,652,702 | $2,236,017 | -$416,685 | -15.71% | |
| Mai Capital Management | 0.00% | 90,634 | $1,228,998 | $1,035,947 | -$193,051 | -15.71% | |
| Dimensional Fund Advisors Lp | 0.00% | 69,624 | $944,101 | $795,802 | -$148,299 | -15.71% | |
| Salzhauer Michael | 0.38% | 72,575 | $891,948 | $829,532 | -$62,416 | -7.00% | |
| Geode Capital Management, Llc | 0.00% | 51,514 | $698,727 | $588,805 | -$109,922 | -15.73% | |
| Vanguard Fiduciary Trust Co | 0.00% | 30,309 | $410,990 | $346,432 | -$64,558 | -15.71% | |
| Bridgeway Capital Management, Llc | 0.01% | 28,820 | $390,799 | $329,413 | -$61,386 | -15.71% | |
| Susquehanna International Group, Llp | 0.00% | 22,162 | $300,517 | $253,312 | -$47,205 | -15.71% | |
| Blackrock, Inc. | 0.00% | 19,230 | $260,759 | $219,799 | -$40,960 | -15.71% | |
| Stifel Financial Corp | 0.00% | 16,220 | $219,943 | $185,395 | -$34,548 | -15.71% | |
| State Street Corp | 0.00% | 13,858 | $187,914 | $158,397 | -$29,517 | -15.71% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 12,890 | $174,788 | $147,333 | -$27,455 | -15.71% |
| Wealthspire Advisors, Llc | 0.00% | 12,470 | $169,094 | $142,532 | -$26,562 | -15.71% | |
| Creative Planning | 0.00% | 13,750 | $168,988 | $157,163 | -$11,826 | -7.00% | |
| Morgan Stanley | 0.00% | 11,970 | $162,319 | $136,817 | -$25,502 | -15.71% | |
| Vanguard Global Advisers, Llc | 0.00% | 2,016 | $27,337 | $23,043 | -$4,294 | -15.71% | |
| M3F, Inc. | 1.13% | 358,778 | $4,409 | $4,100,833 | +$4,096,424 | +92910.49% | |
| Fmr Llc | 0.00% | 22 | $299 | $251 | -$48 | -15.90% | |
| Ubs Group Ag | 0.00% | 8 | $109 | $91 | -$18 | -16.11% | |
| Barclays Plc | 0.00% | 3 | $41 | $34 | -$7 | -16.37% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $3 | — | — | — |
Frequently asked questions about SSBI
Who are the largest institutional holders of SSBI?
The largest institutional holders of SSBI reported in the latest SEC Form 13F filings include Alliancebernstein L.P., Caldwell Sutter Capital, Inc., Vanguard Capital Management Llc, Banc Funds Co Llc, and Mai Capital Management. InsiderSet ranks institutional holders by their latest reported SSBI position.
What is SSBI institutional ownership?
This page tracks SSBI positions reported by institutional investment managers through SEC Form 13F. SUMMIT STATE BANK (SSBI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SSBI?
InsiderSet currently tracks 24 institutional managers reporting SSBI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SSBI shareholders.
How much SSBI stock do institutions own?
Institutional investment managers disclosed approximately $24.14M in SSBI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SSBI institutional ownership last updated?
The latest SSBI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SSBI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SSBI position after the reporting date.
Are institutions buying or selling SSBI?
Institutional buying and selling can be analyzed by comparing SSBI positions across consecutive 13F reporting periods. InsiderSet's SSBI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SSBI ownership changes.
How has SSBI institutional ownership changed over time?
InsiderSet tracks SSBI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.