Summit State Bank Ownership | Who Owns Summit State Bank?
Summit State Bank Ownership Summary
Summit State Bank is owned by 19.38% institutional investors, 22.92% insiders, and 57.70% retail investors. Banc funds is the largest institutional shareholder, holding 6.56% of SSBI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.68% of its assets in Summit State Bank shares.
SSBI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Summit State Bank | 19.38% | 22.92% | 57.70% |
| Sector | Financial Services Stocks | 43.07% | 12.53% | 44.40% |
| Industry | Regional Banks Stocks | 49.28% | 11.59% | 39.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Banc funds | 439.39K | 6.56% | $4.15M |
| Vanguard group | 277.92K | 4.15% | $2.63M |
| Caldwell sutter capital | 202.18K | 3.02% | $1.91M |
| Mai capital management | 91.63K | 1.37% | $865.94K |
| Dimensional fund advisors lp | 66.17K | 0.99% | $625.30K |
| Salzhauer michael | 58.45K | 0.87% | $552.37K |
| Bridgeway capital management | 53.82K | 0.80% | $508.60K |
| Geode capital management | 48.94K | 0.73% | $462.56K |
| Citadel advisors | 15.80K | 0.24% | $149.36K |
| Blackrock | 14.13K | 0.21% | $133.51K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Caldwell sutter capital | 202.18K | 0.95% | $1.91M |
| Banc funds | 439.39K | 0.49% | $4.15M |
| Salzhauer michael | 58.45K | 0.43% | $552.37K |
| Bridgeway capital management | 53.82K | 0.01% | $508.60K |
| Mai capital management | 91.63K | 0.01% | $865.94K |
| Dimensional fund advisors lp | 66.17K | 0.00% | $625.30K |
| Tower research capital llc (trc) | 1.20K | 0.00% | $11.38K |
| Vanguard group | 277.92K | 0.00% | $2.63M |
| Bank of america corp /de/ | 39.00 | - | $369.00 |
| Geode capital management | 48.94K | - | $462.56K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bridgeway capital management | 53.82K | 0.01% | 15.00K |
| Salzhauer michael | 58.45K | 0.43% | 12.26K |
| Geode capital management | 48.94K | - | 1.92K |
| Citadel advisors | 15.80K | - | 1.63K |
| Ubs group | 1.53K | - | 1.53K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Advisor group | - | - | -7.40K |
| Caldwell sutter capital | 202.18K | 0.95% | -7.15K |
| Dimensional fund advisors lp | 66.17K | 0.00% | -1.76K |
| Northern trust | 11.52K | - | -210.00 |
| Wells fargo & company/mn | - | - | -39.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Royal bank of canada | 62.00 | - | 62.00 | $1.00K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -39.00 |
| Advisor group | -7.40K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 17 | -10.53% | 1,298,125 | -2.13% | 19 | 4.94% | 10 | 42.86% | 3 | -66.67% |
| Mar 31, 2024 | 19 | -9.52% | 1,326,430 | -3.54% | 19 | 4.70% | 7 | -46.15% | 9 | 350.00% |
| Dec 31, 2023 | 21 | 10.53% | 1,375,056 | 2.42% | 20 | 5.11% | 13 | 85.71% | 2 | -60.00% |
| Sep 30, 2023 | 19 | -13.64% | 1,342,548 | -3.05% | 20 | 4.69% | 7 | -50.00% | 5 | 25.00% |
| Jun 30, 2023 | 22 | 4.76% | 1,384,828 | 4.36% | 20 | 5.25% | 14 | 55.56% | 4 | -20.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 181.48K | 2.68% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 84.23K | 1.24% | - |
| Bridgeway Ultra-Small Company Market | 32.82K | 0.48% | 15.00K |
| Fidelity Extended Market Index | 26.23K | 0.39% | -106.00 |
| Bridgeway Omni Small-Cap Value | 21.00K | 0.31% | - |
| Bridgeway Omni Small-Cap Value N | 21.00K | 0.31% | - |
| DFA US Core Equity 2 I | 14.81K | 0.22% | - |
| iShares Micro-Cap ETF | 12.74K | 0.19% | - |
| DFA US Targeted Value I | 10.47K | 0.15% | 4.80K |
| DFA US Small Cap Value I | 10.20K | 0.15% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|
Insider Transactions Trends
| Date | Buy | Sell |
|---|
SSBI Ownership FAQ
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