27 institutions reported holding $27.7M of SUMMIT STATE BANK (SSBI) in SEC 13F filings for 2026-03-31. Largest institutional holders: ALLIANCEBERNSTEIN L.P. ($5.2M), M3F, Inc. ($4.7M), CALDWELL SUTTER CAPITAL, INC. ($4.6M), VANGUARD CAPITAL MANAGEMENT LLC ($3.1M), BANC FUNDS CO LLC ($2.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $5.2M | 443,943 | Added |
| 2 | M3F, Inc. | $4.7M | 354,229 | Hold |
| 3 | CALDWELL SUTTER CAPITAL, INC. | $4.6M | 347,063 | Added |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $3.1M | 229,332 | New |
| 5 | BANC FUNDS CO LLC | $2.7M | 199,227 | Added |
| 6 | MAI Capital Management | $1.2M | 90,634 | Hold |
| 7 | SALZHAUER MICHAEL | $970,330 | 72,575 | Trimmed |
| 8 | Daytona Street Capital LLC | $954,898 | 49,095 | Hold |
| 9 | DIMENSIONAL FUND ADVISORS LP | $930,872 | 69,624 | Hold |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $696,773 | 52,101 | Added |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $385,323 | 28,820 | Hold |
| 12 | VANGUARD FIDUCIARY TRUST CO | $353,021 | 26,404 | New |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $274,834 | 20,556 | Added |
| 14 | STIFEL FINANCIAL CORP | $216,861 | 16,220 | Hold |
| 15 | NORTHERN TRUST CORP | $199,815 | 14,945 | Added |
| 16 | STATE STREET CORP | $187,287 | 14,008 | Hold |
| 17 | BlackRock, Inc. | $185,616 | 13,883 | Added |
| 18 | Creative Planning | $183,838 | 13,750 | Hold |
| 19 | CITADEL ADVISORS LLC | $172,272 | 12,885 | Added |
| 20 | RENAISSANCE TECHNOLOGIES LLC | $168,328 | 12,590 | Added |
| 21 | Wealthspire Advisors, LLC | $166,724 | 12,470 | Hold |
| 22 | MORGAN STANLEY | $160,049 | 11,970 | Hold |
| 23 | Vanguard Global Advisers, LLC | $26,954 | 2,016 | New |
| 24 | JPMORGAN CHASE & CO | $12,541 | 938 | Hold |
| 25 | UBS Group AG | $2,553 | 191 | Added |
Source: SEC Form 13F filings · as of 2026-03-31