SUMMIT STATE BANK (SSBI) Top Institutional Shareholders
SUMMIT STATE BANK (SSBI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $22.99M in SSBI holdings during the latest filing period.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of SSBI tracked by InsiderSet, reporting ownership valued at approximately $5.16M in its March 31, 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 $6.03M, representing an estimated gain of +16.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% 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
25
Total Reported Value
$22.99M
Largest Holder
Alliancebernstein L.P.
Largest Position
$5.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
27
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% | 443,943 | $5,163,057 | $6,028,746 | +$865,689 | +16.77% | |
| Caldwell Sutter Capital, Inc. | 1.89% | 347,063 | $4,640,233 | $4,713,116 | +$72,883 | +1.57% | |
| Vanguard Capital Management Llc | 0.00% | 229,332 | $3,066,169 | $3,114,329 | +$48,160 | +1.57% | |
| Banc Funds Co Llc | 0.50% | 199,227 | $2,663,665 | $2,705,503 | +$41,838 | +1.57% | |
| Mai Capital Management | 0.01% | 90,634 | $1,211,777 | $1,230,810 | +$19,033 | +1.57% | |
| Salzhauer Michael | 0.46% | 72,575 | $970,330 | $985,569 | +$15,239 | +1.57% | |
| Daytona Street Capital Llc | 0.74% | 49,095 | $954,898 | $666,710 | -$288,188 | -30.18% | |
| Dimensional Fund Advisors Lp | 0.00% | 69,624 | $930,872 | $945,494 | +$14,622 | +1.57% | |
| Geode Capital Management, Llc | 0.00% | 52,101 | $696,773 | $707,532 | +$10,759 | +1.54% | |
| Bridgeway Capital Management, Llc | 0.01% | 28,820 | $385,323 | $391,376 | +$6,053 | +1.57% | |
| Vanguard Fiduciary Trust Co | 0.00% | 26,404 | $353,021 | $358,566 | +$5,545 | +1.57% | |
| Susquehanna International Group, Llp | 0.00% | 20,556 | $274,834 | $279,150 | +$4,316 | +1.57% | |
| Stifel Financial Corp | 0.00% | 16,220 | $216,861 | $220,268 | +$3,407 | +1.57% | |
| Northern Trust Corp | 0.00% | 14,945 | $199,815 | $202,953 | +$3,138 | +1.57% | |
| State Street Corp | 0.00% | 14,008 | $187,287 | $190,229 | +$2,942 | +1.57% | |
| Blackrock, Inc. | 0.00% | 13,883 | $185,616 | $188,531 | +$2,915 | +1.57% | |
| Creative Planning | 0.00% | 13,750 | $183,838 | $186,725 | +$2,887 | +1.57% | |
| Citadel Advisors Llc | 0.00% | 12,885 | $172,272 | $174,978 | +$2,706 | +1.57% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 12,590 | $168,328 | $170,972 | +$2,644 | +1.57% |
| Wealthspire Advisors, Llc | 0.00% | 12,470 | $166,724 | $169,343 | +$2,619 | +1.57% | |
| Morgan Stanley | 0.00% | 11,970 | $160,049 | $162,553 | +$2,504 | +1.56% | |
| Vanguard Global Advisers, Llc | 0.00% | 2,016 | $26,954 | $27,377 | +$423 | +1.57% | |
| M3F, Inc. | 1.17% | 354,229 | $4,736 | $4,810,430 | +$4,805,694 | +101471.58% | |
| Ubs Group Ag | 0.00% | 191 | $2,553 | $2,594 | +$41 | +1.60% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $3 | — | — | — |
Frequently asked questions about SSBI
Who owns the most SSBI stock?
The largest holders of SSBI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SUMMIT STATE BANK (SSBI).
Is SSBI widely held by superinvestors?
Many widely followed stocks like SSBI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SSBI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.