Summit State Bank Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| M3F, INC. | 02/13/2026 | 354.23 K | $4.12 M | 0.00% | 5.26% |
| CALDWELL SUTTER CAPITAL, INC. | 01/30/2026 | 346.81 K | $4.03 M | -0.72% | 5.15% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 334.46 K | $3.89 M | 253.88% | 4.97% |
| VANGUARD GROUP INC | 01/29/2026 | 256.85 K | $2.99 M | -4.06% | 3.82% |
| BANC FUNDS CO LLC | 02/12/2026 | 193.23 K | $2.25 M | -40.20% | 2.90% |
| SALZHAUER MICHAEL | 02/02/2026 | 92.50 K | $1.08 M | 0.00% | 1.37% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 90.63 K | $1.05 M | -1.09% | 1.35% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 69.62 K | $809.73 K | -8.14% | 1.03% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 52.05 K | $605.45 K | -1.66% | 0.77% |
| 01/21/2026 | 49.10 K | $883.22 K | 100.00% | 0.73% | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 28.82 K | $335.18 K | 0.00% | 0.43% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 16.22 K | $188.64 K | 0.00% | 0.24% |
| STATE STREET CORP | 02/13/2026 | 14.01 K | $162.91 K | 0.00% | 0.21% |
| CREATIVE PLANNING | 02/17/2026 | 13.75 K | $159.91 K | 0.00% | 0.20% |
| NORTHERN TRUST CORP | 02/17/2026 | 13.19 K | $153.34 K | -0.96% | 0.20% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 12.47 K | $145.03 K | 100.00% | 0.19% |
| BLACKROCK, INC. | 02/12/2026 | 12.57 K | $146.16 K | -3.28% | 0.19% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 12.39 K | $144.10 K | 100.00% | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 12.21 K | $141.96 K | -12.65% | 0.18% |
| MORGAN STANLEY | 02/13/2026 | 11.97 K | $139.22 K | 0.00% | 0.18% |
| CITADEL ADVISORS LLC | 02/17/2026 | 11.63 K | $135.23 K | 100.00% | 0.17% |
| JPMORGAN CHASE & CO | 02/11/2026 | 938 | $10.91 K | 0.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 7 | $82 | -99.93% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 6 | $70 | 0.00% | 0.00% |
| CITIGROUP INC | 02/13/2026 | 1 | $12 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Summit State Bank institutional Ownership - FAQ's
During the previous two years, 34 institutional investors and hedge funds held shares of Summit State Bank. The most heavily invested institutionals were:
M3F, Inc.: 354,229
SALZHAUER MICHAEL: 72,575
Wealthspire Advisors, LLC: 12,470
UBS Group AG: 191
CALDWELL SUTTER CAPITAL, INC.: 346,813
ALLIANCEBERNSTEIN L.P.: 334,464
29.72% of Summit State Bank stock is owned by institutional investors.
Institutional investors have bought a total of 2.19 M shares in the last 24 months. This purchase volume represents approximately $28.04 M in transactions.