Summit State Bank Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 553.63 K | $7.40 M | 24.71% | 8.21% |
| M3F, INC. | 08/13/2026 | 354.23 K | $4.80 M | 0.00% | 5.25% |
| CALDWELL SUTTER CAPITAL, INC. | 08/05/2026 | 349.28 K | $4.74 M | 0.64% | 5.18% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 229.15 K | $3.11 M | -0.08% | 3.40% |
| BANC FUNDS CO LLC | 08/13/2026 | 195.63 K | $2.65 M | -1.81% | 2.90% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 90.63 K | $1.23 M | 0.00% | 1.34% |
| SALZHAUER MICHAEL | 07/20/2026 | 72.58 K | $984.12 K | 0.00% | 1.08% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 69.62 K | $944.10 K | 0.00% | 1.03% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 51.51 K | $698.73 K | -1.13% | 0.76% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 30.31 K | $410.99 K | 14.79% | 0.45% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 28.82 K | $390.80 K | 0.00% | 0.43% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 22.16 K | $300.52 K | 7.81% | 0.33% |
| BLACKROCK, INC. | 08/07/2026 | 19.23 K | $260.76 K | 38.51% | 0.29% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 16.22 K | $219.94 K | 0.00% | 0.24% |
| STATE STREET CORP | 08/07/2026 | 13.86 K | $187.91 K | -1.07% | 0.21% |
| CREATIVE PLANNING | 08/13/2026 | 13.75 K | $186.45 K | 0.00% | 0.20% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 12.89 K | $174.79 K | 2.38% | 0.19% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 12.47 K | $169.09 K | 0.00% | 0.18% |
| MORGAN STANLEY | 08/13/2026 | 11.97 K | $162.32 K | 0.00% | 0.18% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 2.02 K | $27.34 K | 0.00% | 0.03% |
| FMR LLC | 08/13/2026 | 22 | $299 | 100.00% | 0.00% |
| UBS GROUP AG | 08/13/2026 | 8 | $109 | -95.81% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 3 | $41 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTHERN TRUST CORP | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 09/02/2026 | 0 | $0 | -100.00% | 0.00% |
| DAYTONA STREET CAPITAL LLC | 08/03/2026 | 0 | $0 | -100.00% | 0.00% |
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Summit State Bank institutional Ownership - FAQ's
During the previous two years, 37 institutional investors and hedge funds held shares of Summit State Bank. The most heavily invested institutionals were:
ALLIANCEBERNSTEIN L.P.: 553,632
M3F, Inc.: 354,229
CALDWELL SUTTER CAPITAL, INC.: 349,284
VANGUARD CAPITAL MANAGEMENT LLC: 229,146
BANC FUNDS CO LLC: 195,627
MAI Capital Management: 90,634
31.86% of Summit State Bank stock is owned by institutional investors.
Institutional investors have bought a total of 2.57 M shares in the last 24 months. This purchase volume represents approximately $32.95 M in transactions.