Summit State Bank Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 443.94 K | $5.16 M | 32.73% | 6.60% |
| M3F, INC. | 04/28/2026 | 354.23 K | $4.74 M | 0.00% | 5.26% |
| CALDWELL SUTTER CAPITAL, INC. | 05/06/2026 | 347.06 K | $4.64 M | 0.07% | 5.16% |
| 05/15/2026 | 229.33 K | $3.07 M | 100.00% | 3.41% | |
| BANC FUNDS CO LLC | 05/14/2026 | 199.23 K | $2.66 M | 3.11% | 2.96% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 90.63 K | $1.21 M | 0.00% | 1.35% |
| SALZHAUER MICHAEL | 05/05/2026 | 72.58 K | $970.33 K | -21.54% | 1.08% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 69.62 K | $930.87 K | 0.00% | 1.03% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 52.10 K | $696.77 K | 0.11% | 0.77% |
| 04/10/2026 | 49.10 K | $954.90 K | 0.00% | 0.73% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 28.82 K | $385.32 K | 0.00% | 0.43% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 26.40 K | $353.02 K | 100.00% | 0.39% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 20.56 K | $274.83 K | 68.41% | 0.31% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 16.22 K | $216.86 K | 0.00% | 0.24% |
| NORTHERN TRUST CORP | 05/14/2026 | 14.95 K | $199.82 K | 13.35% | 0.22% |
| STATE STREET CORP | 05/15/2026 | 14.01 K | $187.29 K | 0.00% | 0.21% |
| BLACKROCK, INC. | 05/13/2026 | 13.88 K | $185.62 K | 10.47% | 0.21% |
| CREATIVE PLANNING | 05/12/2026 | 13.75 K | $183.84 K | 0.00% | 0.20% |
| CITADEL ADVISORS LLC | 05/15/2026 | 12.89 K | $172.27 K | 10.81% | 0.19% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 12.59 K | $168.33 K | 1.61% | 0.19% |
| WEALTHSPIRE ADVISORS, LLC | 05/01/2026 | 12.47 K | $166.72 K | 0.00% | 0.19% |
| MORGAN STANLEY | 05/15/2026 | 11.97 K | $160.05 K | 0.00% | 0.18% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 2.02 K | $26.95 K | 100.00% | 0.03% |
| JPMORGAN CHASE & CO | 05/13/2026 | 938 | $12.54 K | 0.00% | 0.01% |
| UBS GROUP AG | 05/05/2026 | 191 | $2.55 K | 2,628.57% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
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Summit State Bank institutional Ownership - FAQ's
During the previous two years, 35 institutional investors and hedge funds held shares of Summit State Bank. The most heavily invested institutionals were:
ALLIANCEBERNSTEIN L.P.: 443,943
M3F, Inc.: 354,229
CALDWELL SUTTER CAPITAL, INC.: 347,063
BANC FUNDS CO LLC: 199,227
MAI Capital Management: 90,634
SALZHAUER MICHAEL: 72,575
31.35% of Summit State Bank stock is owned by institutional investors.
Institutional investors have bought a total of 2.26 M shares in the last 24 months. This purchase volume represents approximately $28.87 M in transactions.