SUMMIT ST BK SANTA ROSA CALI (SSBI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
24
Reporting holders
$29.2M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $7.4M | 553,632 | 0.00% | 4q | +24.7%+$1.5M |
| M3F, Inc. | $4.8M | 354,229 | 1.14% | 7q | HELD |
| CALDWELL SUTTER CAPITAL, INC. | $4.7M | 349,284 | 1.79% | 15q | +0.6%+$30.1K |
| VANGUARD CAPITAL MANAGEMENT LLC | $3.1M | 229,146 | 0.00% | 2q | HELD |
| BANC FUNDS CO LLC | $2.7M | 195,627 | 0.44% | 31q | -1.8%-$48.8K |
| MAI Capital Management | $1.2M | 90,634 | 0.00% | 10q | HELD |
| SALZHAUER MICHAEL | $984.1K | 72,575 | 0.34% | 31q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $944.1K | 69,624 | 0.00% | 31q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $698.7K | 51,514 | 0.00% | 17q | -1.1%-$8.0K |
| VANGUARD FIDUCIARY TRUST CO | $411.0K | 30,309 | 0.00% | 2q | +14.8%+$53.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $390.8K | 28,820 | 0.01% | 31q | HELD |
| STATE STREET CORP | $375.8K | 27,716 | 0.00% | 17q | +97.9%+$185.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $300.5K | 22,162 | 0.00% | 4q | +7.8%+$21.8K |
| BlackRock, Inc. | $260.8K | 19,230 | 0.00% | 8q | +38.5%+$72.5K |
| STIFEL FINANCIAL CORP | $219.9K | 16,220 | 0.00% | 4q | HELD |
| Creative Planning | $186.4K | 13,750 | 0.00% | 8q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $174.8K | 12,890 | 0.00% | 3q | +2.4%+$4.1K |
| Wealthspire Advisors, LLC | $169.1K | 12,470 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $162.3K | 11,970 | 0.00% | 35q | HELD |
| Vanguard Global Advisers, LLC | $27.3K | 2,016 | 0.00% | 2q | HELD |
| FMR LLC | $299 | 22 | 0.00% | new | NEW |
| UBS Group AG | $109 | 8 | 0.00% | 16q | -95.8%-$2.5K |
| BARCLAYS PLC | $41 | 3 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $3 | 0 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 24 | $29.2M | 2,163,851 | 2 | 7 | 3 | 0.0% |
| Q1 2026 | 26 | $27.7M | 2,109,469 | 0 | 8 | 1 | 0.0% |
| Q4 2025 | 26 | $23.6M | 1,999,649 | 4 | 1 | 11 | 0.0% |
| Q3 2025 | 21 | $20.8M | 1,745,591 | 4 | 0 | 8 | 0.0% |
| Q2 2025 | 19 | $19.6M | 1,810,094 | 0 | 8 | 3 | 0.0% |
| Q1 2025 | 19 | $16.2M | 1,757,783 | 0 | 4 | 7 | 0.0% |
| Q4 2024 | 22 | $13.3M | 1,736,088 | 3 | 9 | 1 | 0.0% |
| Q3 2024 | 18 | $11.4M | 1,351,497 | 1 | 5 | 5 | 0.0% |
| Q2 2024 | 18 | $12.3M | 1,298,125 | 1 | 8 | 5 | 0.0% |
| Q1 2024 | 19 | $14.5M | 1,334,088 | 1 | 6 | 9 | 0.0% |
| Q4 2023 | 21 | $16.9M | 1,380,893 | 2 | 10 | 2 | 0.0% |
| Q3 2023 | 19 | $21.7M | 1,342,548 | 0 | 7 | 4 | 0.0% |
| Q2 2023 | 22 | $20.9M | 1,384,828 | 2 | 11 | 4 | 0.0% |
| Q1 2023 | 21 | $18.4M | 1,326,987 | 2 | 6 | 5 | 0.0% |
| Q4 2022 | 22 | $20.2M | 1,275,832 | 4 | 7 | 4 | 0.0% |
| Q3 2022 | 18 | $15.4M | 1,060,313 | 1 | 3 | 5 | 0.0% |
| Q2 2022 | 19 | $16.2M | 1,063,515 | 3 | 3 | 6 | 0.0% |
| Q1 2022 | 17 | $18.2M | 1,064,151 | 3 | 3 | 5 | 0.0% |
| Q4 2021 | 16 | $13.3M | 858,431 | 2 | 13 | 1 | 0.0% |
| Q3 2021 | 16 | $15.7M | 792,127 | 2 | 0 | 6 | 0.0% |
| Q2 2021 | 18 | $13.2M | 847,745 | 1 | 6 | 4 | 0.0% |
| Q1 2021 | 20 | $14.3M | 875,429 | 1 | 6 | 6 | 0.0% |
| Q4 2020 | 19 | $10.9M | 809,674 | 2 | 6 | 2 | 0.0% |
| Q3 2020 | 18 | $9.7M | 866,188 | 0 | 2 | 6 | 0.0% |
| Q2 2020 | 19 | $8.2M | 903,657 | 2 | 5 | 5 | 0.0% |
| Q1 2020 | 17 | $6.7M | 843,490 | 0 | 5 | 2 | 0.0% |
| Q4 2019 | 21 | $10.8M | 836,011 | 1 | 5 | 3 | 0.0% |
| Q3 2019 | 22 | $9.6M | 816,600 | 0 | 4 | 6 | 0.0% |
| Q2 2019 | 25 | $9.6M | 869,230 | 2 | 5 | 6 | 0.0% |
| Q1 2019 | 25 | $11.9M | 1,031,410 | 0 | 9 | 5 | 0.0% |
| Q4 2018 | 26 | $10.5M | 894,100 | 0 | 0 | 2 | 0.0% |