Summit State Bank Ownership | Who Owns Summit State Bank?

Summit State Bank Ownership Summary

Summit State Bank is owned by 20.11% institutional investors, 22.92% insiders, and 56.97% 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	20.11%	22.92%	56.97%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

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 %
Sep 30, 2024	17	-	1,351,497	4.11%	20	5.36%	8	-20.00%	5	66.67%
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%

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%	-
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%	-

SSBI Ownership FAQ

Who Owns Summit State Bank?

Summit State Bank shareholders are primarily institutional investors at 20.11%, followed by 22.92% insiders and 56.97% retail investors. The average institutional ownership in Summit State Bank's industry, Regional Banks Stocks, is 51.67%, which Summit State Bank falls below.

Who owns the most shares of Summit State Bank?

Summit State Bank’s largest shareholders are Banc funds (439.4K shares, 6.56%), Vanguard group (277.92K shares, 4.15%), and Caldwell sutter capital (202.18K shares, 3.02%). Together, they hold 13.73% of Summit State Bank’s total shares outstanding.

Does Blackrock own Summit State Bank?

Yes, BlackRock owns 0.21% of Summit State Bank, totaling 14.13K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 133.51K$. In the last quarter, BlackRock increased its holdings by 1.09K shares, a 8.34% change.

Who is Summit State Bank’s biggest shareholder by percentage of total assets invested?

Caldwell sutter capital is Summit State Bank’s biggest shareholder by percentage of total assets invested, with 0.95% of its assets in 202.18K Summit State Bank shares, valued at 1.91M$.

Who is the top mutual fund holder of Summit State Bank shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Summit State Bank shares, with 2.68% of its total shares outstanding invested in 181.48K Summit State Bank shares.

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