Summit State Bank Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CALDWELL SUTTER CAPITAL, INC. | 01/30/2026 | 346.81 K | $4.03 M | -0.72% | 5.15% |
| VANGUARD GROUP INC | 01/29/2026 | 256.85 K | $2.99 B | -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% | 0.78% |
| 01/21/2026 | 49.10 K | $883.22 M | 100.00% | 0.73% | |
| 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% |
| 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 M | -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 M | 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 | $82.00 K | -99.93% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 6 | $70.00 K | 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% |
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Summit State Bank institutional Ownership - FAQ's
During the previous two years, 27 institutional investors and hedge funds held shares of Summit State Bank. The most heavily invested institutionals were:
CALDWELL SUTTER CAPITAL, INC.: 346,813
VANGUARD GROUP INC: 256,852
BANC FUNDS CO LLC: 193,227
SALZHAUER MICHAEL: 92,499
MAI Capital Management: 90,634
DIMENSIONAL FUND ADVISORS LP: 69,624
12.05% of Summit State Bank stock is owned by institutional investors.
Institutional investors have bought a total of 1.36 M shares in the last 24 months. This purchase volume represents approximately $18.23 M in transactions.