13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
SSBI

Summit State Bank

27 institutions still hold Summit State Bank as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 866264203·27 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.5%
vs prior quarter
13F value held
$23M
45.0% inst. owned
of float
Holders
27
-2 QoQ
filers reporting
Activity
+51 / −45
+870 added · −800 reduced
this quarter
Concentration
22.67%
ALLIANCEBERNSTEIN L.P. #1
top holder share
AI Holders Summary · Q1 2026

27 institutions reported SSBI in Q1 2026. ALLIANCEBERNSTEIN L.P. leads at 22.7% of the visible book. -2 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$5M444K0.00%Q1 202602
CALDWELL SUTTER CAPITAL, INC.
CIK 0000702007
$5M347K1.89%Q1 202603
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$3M229K0.00%Q1 202604
BANC FUNDS CO LLC
CIK 0001029311
$3M199K0.50%Q1 202605
MAI Capital Management
CIK 0001040197
$1M91K0.01%Q1 202606
SALZHAUER MICHAEL
CIK 0001059543
$970,33073K0.46%Q1 202607
Daytona Street Capital LLC
CIK 0002101936
$954,89849K0.74%Q1 202608
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$930,87270K0.00%Q1 202609
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$696,77352K0.00%Q1 202610
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 0001107261
$385,32329K0.01%Q1 202611
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$353,02126K0.00%Q1 202612
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$274,83421K0.00%Q1 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$216,86116K0.00%Q1 202614
NORTHERN TRUST CORP
CIK 0000073124· Index
$199,81515K0.00%Q1 202615
STATE STREET CORP
CIK 0000093751
$187,28714K0.00%Q1 202616
BlackRock, Inc.
CIK 0002012383
$185,61614K0.00%Q1 202617
Creative Planning
CIK 0001540235
$183,83814K0.00%Q1 202618
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
$168,32813K0.00%Q1 202619
Wealthspire Advisors, LLC
CIK 0001646247
$166,72412K0.00%Q1 202620
MORGAN STANLEY
CIK 0000895421
$160,04912K0.00%Q1 2026
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