25 institutions reported holding $29.0M of SUMMIT ST BK SANTA ROSA CALI (SSBI) in SEC 13F filings for 2026-06-30. Largest institutional holders: ALLIANCEBERNSTEIN L.P. ($7.4M), M3F, Inc. ($4.8M), CALDWELL SUTTER CAPITAL, INC. ($4.7M), VANGUARD GROUP INC ($3.5M), BANC FUNDS CO LLC ($2.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $7.4M | 553,632 | Added |
| 2 | M3F, Inc. | $4.8M | 354,229 | Hold |
| 3 | CALDWELL SUTTER CAPITAL, INC. | $4.7M | 349,284 | Added |
| 4 | VANGUARD GROUP INC | $3.5M | 261,471 | Added |
| 5 | BANC FUNDS CO LLC | $2.7M | 195,627 | Trimmed |
| 6 | MAI Capital Management | $1.2M | 90,634 | Hold |
| 7 | SALZHAUER MICHAEL | $984,119 | 72,575 | Hold |
| 8 | DIMENSIONAL FUND ADVISORS LP | $944,101 | 69,624 | Hold |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $698,727 | 51,514 | Trimmed |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $390,799 | 28,820 | Hold |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $300,517 | 22,162 | Added |
| 12 | BlackRock, Inc. | $260,759 | 19,230 | Added |
| 13 | STIFEL FINANCIAL CORP | $219,943 | 16,220 | Hold |
| 14 | STATE STREET CORP | $187,914 | 13,858 | Trimmed |
| 15 | Creative Planning | $186,450 | 13,750 | Hold |
| 16 | RENAISSANCE TECHNOLOGIES LLC | $174,788 | 12,890 | Added |
| 17 | Wealthspire Advisors, LLC | $169,094 | 12,470 | Hold |
| 18 | MORGAN STANLEY | $162,319 | 11,970 | Hold |
| 19 | FMR LLC | $299 | 22 | New |
| 20 | UBS Group AG | $109 | 8 | Trimmed |
| 21 | BARCLAYS PLC | $41 | 3 | New |
| 22 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 23 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
| 24 | Daytona Street Capital LLC | $0 | 0 | Exited |
| 25 | NORTHERN TRUST CORP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30