Summit State Bank Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| M3F, INC. | 11/12/2025 | 354.23 K | $4.22 M | 0.39% | 5.26% |
| CALDWELL SUTTER CAPITAL, INC. | 10/29/2025 | 349.31 K | $4.16 M | 0.01% | 5.19% |
| BANC FUNDS CO LLC | 11/14/2025 | 323.11 K | $3.85 M | -16.10% | 4.80% |
| VANGUARD GROUP INC | 11/07/2025 | 267.72 K | $3.19 M | -1.61% | 3.98% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 94.51 K | $1.13 M | 100.00% | 1.40% |
| SALZHAUER MICHAEL | 10/20/2025 | 92.50 K | $94.54 K | 0.00% | 1.37% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 91.63 K | $1.09 M | 0.00% | 1.36% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 75.80 K | $902.74 K | -4.96% | 1.13% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 52.93 K | $630.50 K | -4.43% | 0.79% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 28.82 K | $343.25 K | 0.00% | 0.43% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 16.22 K | $193.18 K | 100.00% | 0.24% |
| STATE STREET CORP | 11/14/2025 | 14.01 K | $166.84 K | 0.00% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 13.97 K | $166.43 K | 100.00% | 0.21% |
| CREATIVE PLANNING | 11/14/2025 | 13.75 K | $163.76 K | 0.00% | 0.20% |
| NORTHERN TRUST CORP | 11/14/2025 | 13.31 K | $158.56 K | -12.80% | 0.20% |
| BLACKROCK, INC. | 11/12/2025 | 12.99 K | $154.75 K | -17.38% | 0.19% |
| MORGAN STANLEY | 11/14/2025 | 11.97 K | $142.57 K | 0.00% | 0.18% |
| UBS GROUP AG | 11/13/2025 | 9.42 K | $112.16 K | -12.31% | 0.14% |
| JPMORGAN CHASE & CO | 11/26/2025 | 938 | $11.17 K | 100.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 6 | $71 | -87.50% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 1 | $12 | 0.00% | 0.00% |
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Summit State Bank institutional Ownership - FAQ's
During the previous two years, 30 institutional investors and hedge funds held shares of Summit State Bank. The most heavily invested institutionals were:
M3F, Inc.: 354,229
CALDWELL SUTTER CAPITAL, INC.: 349,314
BANC FUNDS CO LLC: 323,108
VANGUARD GROUP INC: 267,722
ALLIANCEBERNSTEIN L.P.: 94,514
SALZHAUER MICHAEL: 92,499
27.28% of Summit State Bank stock is owned by institutional investors.
Institutional investors have bought a total of 2.00 M shares in the last 24 months. This purchase volume represents approximately $22.31 M in transactions.