Summit State Bank (SSBI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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M3f, Inc.

INCREASED

Shares358,778 from 354,229

Change+4,549 (+1%)

Value$4.4K (-$4.8M)

Filed 2026-10-21

Salzhauer Michael

UNCHANGED

Shares72,575 from 72,575

Change0 (0%)

Value$891.9K (-$92.2K)

Filed 2026-10-28

Dimensional Fund Advisors LP

INCREASED

Shares71,020 from 69,624

Change+1,396 (+2%)

Value$872.8K (-$71.3K)

Filed 2026-11-04

Creative Planning

UNCHANGED

Shares13,750 from 13,750

Change0 (0%)

Value$169.0K (-$17.5K)

Filed 2026-11-02

Alliancebernstein L.P.

N/A

Shares— from 553,632

Change-553,632 (-100%)

Value—

Caldwell Sutter Capital, Inc.

N/A

Shares— from 349,284

Change-349,284 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 229,146

Change-229,146 (-100%)

Value—

Banc Funds Co LLC

N/A

Shares— from 195,627

Change-195,627 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 90,634

Change-90,634 (-100%)

Value—

Geode Capital Management, LLC

N/A

Shares— from 51,514

Change-51,514 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 30,309

Change-30,309 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 28,820

Change-28,820 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 22,162

Change-22,162 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 19,230

Change-19,230 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 16,220

Change-16,220 (-100%)

Value—

State Street Corp

N/A

Shares— from 13,858

Change-13,858 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 12,890

Change-12,890 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 12,470

Change-12,470 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 11,970

Change-11,970 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,016

Change-2,016 (-100%)

Value—

FMR LLC

N/A

Shares— from 22

Change-22 (-100%)

Value—

UBS Group AG

N/A

Shares— from 8

Change-8 (-100%)

Value—

Barclays PLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
M3f, Inc.	INCREASED	358,778	354,229	+4,549	+1%	$4.8M	$4.4K	-$4.8M	2026-10-21
Salzhauer Michael	UNCHANGED	72,575	72,575	0	0%	$984.1K	$891.9K	-$92.2K	2026-10-28
Dimensional Fund Advisors LP	INCREASED	71,020	69,624	+1,396	+2%	$944.1K	$872.8K	-$71.3K	2026-11-04
Creative Planning	UNCHANGED	13,750	13,750	0	0%	$186.5K	$169.0K	-$17.5K	2026-11-02
Alliancebernstein L.P.	N/A	—	553,632	-553,632	-100%	$7.4M	—	—	—
Caldwell Sutter Capital, Inc.	N/A	—	349,284	-349,284	-100%	$4.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	229,146	-229,146	-100%	$3.1M	—	—	—
Banc Funds Co LLC	N/A	—	195,627	-195,627	-100%	$2.7M	—	—	—
MAI Capital Management	N/A	—	90,634	-90,634	-100%	$1.2M	—	—	—
Geode Capital Management, LLC	N/A	—	51,514	-51,514	-100%	$698.7K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	30,309	-30,309	-100%	$411.0K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	28,820	-28,820	-100%	$390.8K	—	—	—
Susquehanna International Group, LLP	N/A	—	22,162	-22,162	-100%	$300.5K	—	—	—
BlackRock, Inc.	N/A	—	19,230	-19,230	-100%	$260.8K	—	—	—
Stifel Financial Corp	N/A	—	16,220	-16,220	-100%	$219.9K	—	—	—
State Street Corp	N/A	—	13,858	-13,858	-100%	$187.9K	—	—	—
Renaissance Technologies LLC	N/A	—	12,890	-12,890	-100%	$174.8K	—	—	—
Wealthspire Advisors, LLC	N/A	—	12,470	-12,470	-100%	$169.1K	—	—	—
Morgan Stanley	N/A	—	11,970	-11,970	-100%	$162.3K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,016	-2,016	-100%	$27.3K	—	—	—
FMR LLC	N/A	—	22	-22	-100%	$299	—	—	—
UBS Group AG	N/A	—	8	-8	-100%	$109	—	—	—
Barclays PLC	N/A	—	3	-3	-100%	$41	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$3	—	—	—

Showing 24 of 24 institutions