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Summit State Bank (SSBI) Institutional Ownership

Summit State Bank logo
$13.70 +0.01 (+0.07%)
Closing price 05/11/2026 03:56 PM Eastern
Extended Trading
$13.70 0.00 (0.00%)
As of 04:11 AM Eastern
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Institutional Ownership Changes (13F Filings) for Summit State Bank (NASDAQ:SSBI)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$2.74M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$2.47M
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SSBI Institutional Buying and Selling by Quarter

Summit State Bank Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2026 Wealthspire Advisors LLC12,470$145K0.0%N/A0.184%
2/12/2026Banc Funds Co. LLC193,227$2.25M0.4%-40.2%2.850%
2/12/2026Renaissance Technologies LLC12,390$144K0.0%N/A0.183%
2/12/2026 Dimensional Fund Advisors LP69,624$810K0.0%-8.1%1.027%
2/9/2026Geode Capital Management LLC52,046$605K0.0%-1.7%0.768%
1/21/2026 Daytona Street Capital LLC49,095$571K0.4%N/A0.724%
11/17/2025Susquehanna International Group LLP13,974$166K0.0%N/A0.206%
11/17/2025Banc Funds Co. LLC323,108$3.85M0.7%-16.1%4.768%
11/17/2025Alliancebernstein L.P.94,514$1.13M0.0%N/A1.395%
11/12/2025 Dimensional Fund Advisors LP75,797$903K0.0%-5.0%1.118%
11/12/2025 M3F Inc.354,229$4.22M1.2%+0.4%5.227%
11/7/2025Vanguard Group Inc.267,722$3.19M0.0%-1.6%3.950%
8/15/2025 Salzhauer Michael92,499$1.00M0.6%-3.7%1.364%
8/13/2025 M3F Inc.352,850$3.83M1.1%+17.1%5.204%
5/15/2025M3F Inc.301,433$2.78M0.8%+0.5%4.448%
4/23/2025Salzhauer Michael96,046$887K0.4%-5.9%1.417%
2/14/2025Northern Trust Corp16,662$127K0.0%+46.7%0.246%
2/14/2025Two Sigma Securities LLC11,603$89K0.0%N/A0.171%
2/14/2025M3F Inc.300,000$2.30M0.7%N/A4.425%
2/13/2025Salzhauer Michael102,046$781K0.3%+30.1%1.505%
2/12/2025Geode Capital Management LLC53,004$405K0.0%+6.5%0.782%
1/29/2025Salzhauer Michael102,046$781K0.3%+30.1%0.000%
11/15/2024Banc Funds Co. LLC429,395$3.63M0.4%-2.3%0.000%
10/11/2024Creative Planning13,750$116K0.0%N/A0.000%
8/9/2024Salzhauer Michael58,452$552K0.4%+26.5%0.000%
8/9/2024Dimensional Fund Advisors LP66,169$625K0.0%-2.6%0.000%
5/7/2024Benedetti & Gucer Inc.45,321$492K0.2%-6.4%0.000%
4/27/2024Salzhauer Michael46,197$501K0.4%+6.9%0.000%
7/27/2023EA Series Trust17,637$266K0.0%N/A0.000%
7/14/2023Traverso Chambers Private Wealth Management LLC88,065$1.33M0.3%+3.9%0.000%
4/27/2023Benedetti & Gucer Inc.47,254$655K0.4%N/A0.000%
2/13/2023BHZ Capital Management LP65,387$1.03M0.5%-1.1%0.979%
2/13/2023Banc Funds Co. LLC427,371$6.75M0.6%+106.6%0.000%
2/8/2023Salzhauer Michael41,797$660K0.4%+18.9%0.000%
11/3/2022Salzhauer Michael35,162$510K0.3%+28.4%0.526%
8/12/2022Banc Funds Co. LLC206,850$3.15M0.3%-1.4%3.097%
5/11/2022Banc Funds Co. LLC209,850$3.59M0.3%+1.9%3.143%
5/10/2022Salzhauer Michael27,391$468K0.2%+16.3%0.410%
2/3/2022Advisor Group Holdings Inc.7,059$109K0.0%+43.3%0.106%


SSBI Institutional Ownership - Frequently Asked Questions

During the previous two years, 14 institutional investors and hedge funds held shares of Summit State Bank. The most heavily invested institutionals were M3F Inc. ($4.22M), Vanguard Group Inc. ($3.19M), Banc Funds Co. LLC ($2.25M), Alliancebernstein L.P. ($1.13M), Salzhauer Michael ($1.00M), Dimensional Fund Advisors LP ($810K), and Geode Capital Management LLC ($605K).Learn more on Summit State Bank's institutional investors.

Of the 11 institutional investors that purchased Summit State Bank's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: M3F Inc. ($354.23K), Alliancebernstein L.P. ($94.51K), Salzhauer Michael ($59.44K), Daytona Street Capital LLC ($49.10K), Susquehanna International Group LLP ($13.97K), Creative Planning ($13.75K), and Wealthspire Advisors LLC ($12.47K).

Institutional investors have bought a total of 236,672 shares in the last 24 months. This purchase volume represents approximately $2.74M in transactions.

The following institutional investors have sold Summit State Bank stock in the last 24 months: Banc Funds Co. LLC ($191.90K), Dimensional Fund Advisors LP ($10.13K), Vanguard Group Inc. ($4.37K), Salzhauer Michael ($3.55K), and Geode Capital Management LLC ($879.00).

Institutional investors have sold a total of 210,824 shares in the last 24 months. This volume of shares sold represents approximately $2.47M in transactions.


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This page (NASDAQ:SSBI) was last updated on 5/12/2026 by MarketBeat.com Staff.
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