# SUMMIT ST BK SANTA ROSA CALI (SSBI)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SSBI/

- Reporting holders: 24
- Reported value: $29.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ALLIANCEBERNSTEIN L.P.](https://holderbook.com/funds/1109448-alliancebernstein-l-p/) | $7.4M | 553,632 | 0.0% | 4 |
| [M3F, Inc.](https://holderbook.com/funds/1511291-m3f-inc/) | $4.8M | 354,229 | 1.1% | 7 |
| [CALDWELL SUTTER CAPITAL, INC.](https://holderbook.com/funds/702007-caldwell-sutter-capital-inc/) | $4.7M | 349,284 | 1.8% | 15 |
| [VANGUARD CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2100119-vanguard-capital-management-llc/) | $3.1M | 229,146 | 0.0% | 2 |
| [BANC FUNDS CO LLC](https://holderbook.com/funds/1029311-banc-funds-co-llc/) | $2.7M | 195,627 | 0.4% | 31 |
| [MAI Capital Management](https://holderbook.com/funds/1040197-mai-capital-management/) | $1.2M | 90,634 | 0.0% | 10 |
| [SALZHAUER MICHAEL](https://holderbook.com/funds/1059543-salzhauer-michael/) | $984.1K | 72,575 | 0.3% | 31 |
| [DIMENSIONAL FUND ADVISORS LP](https://holderbook.com/funds/354204-dimensional-fund-advisors-lp/) | $944.1K | 69,624 | 0.0% | 31 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1214717-geode-capital-management-llc/) | $698.7K | 51,514 | 0.0% | 17 |
| [VANGUARD FIDUCIARY TRUST CO](https://holderbook.com/funds/933478-vanguard-fiduciary-trust-co/) | $411.0K | 30,309 | 0.0% | 2 |
| [BRIDGEWAY CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1107261-bridgeway-capital-management-llc/) | $390.8K | 28,820 | 0.0% | 31 |
| [STATE STREET CORP](https://holderbook.com/funds/93751-state-street-corp/) | $375.8K | 27,716 | 0.0% | 17 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $300.5K | 22,162 | 0.0% | 4 |
| [BlackRock, Inc.](https://holderbook.com/funds/2012383-blackrock-inc/) | $260.8K | 19,230 | 0.0% | 8 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $219.9K | 16,220 | 0.0% | 4 |
| [Creative Planning](https://holderbook.com/funds/1540235-creative-planning/) | $186.4K | 13,750 | 0.0% | 8 |
| [RENAISSANCE TECHNOLOGIES LLC](https://holderbook.com/funds/1037389-renaissance-technologies-llc/) | $174.8K | 12,890 | 0.0% | 3 |
| [Wealthspire Advisors, LLC](https://holderbook.com/funds/1646247-wealthspire-advisors-llc/) | $169.1K | 12,470 | 0.0% | 3 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $162.3K | 11,970 | 0.0% | 35 |
| [Vanguard Global Advisers, LLC](https://holderbook.com/funds/1811242-vanguard-global-advisers-llc/) | $27.3K | 2,016 | 0.0% | 2 |
| [FMR LLC](https://holderbook.com/funds/315066-fmr-llc/) | $299 | 22 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $109 | 8 | 0.0% | 16 |
| [BARCLAYS PLC](https://holderbook.com/funds/312069-barclays-plc/) | $41 | 3 | 0.0% | 1 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $3 | 0 | 0.0% | 15 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 24 | $29.2M |
| Q1 2026 | 26 | $27.7M |
| Q4 2025 | 26 | $23.6M |
| Q3 2025 | 21 | $20.8M |
| Q2 2025 | 19 | $19.6M |
| Q1 2025 | 19 | $16.2M |
| Q4 2024 | 22 | $13.3M |
| Q3 2024 | 18 | $11.4M |
| Q2 2024 | 18 | $12.3M |
| Q1 2024 | 19 | $14.5M |
| Q4 2023 | 21 | $16.9M |
| Q3 2023 | 19 | $21.7M |