SUMMIT ST BK SANTA ROSA CALI (SSBI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
23
Reporting holders
$24.2M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $7.4M | 553,632 | 0.00% | 4q | +24.7%+$1.5M |
| 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 |
| 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 |
| STATE STREET CORP | $187.9K | 13,858 | 0.00% | 17q | -1.1%-$2.0K |
| 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 |
| M3F, Inc. | $4.8K | 354,229 | 1.14% | 7q | 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 | 23 | $24.2M | 1,795,764 | 2 | 6 | 4 | 0.0% |
| Q1 2026 | 25 | $23.0M | 1,755,240 | 0 | 8 | 1 | 0.0% |
| Q4 2025 | 25 | $19.4M | 1,645,420 | 4 | 1 | 11 | 0.0% |
| Q3 2025 | 20 | $16.6M | 1,391,362 | 4 | 0 | 8 | 0.0% |
| Q2 2025 | 18 | $15.8M | 1,457,244 | 0 | 7 | 3 | 0.0% |
| Q1 2025 | 18 | $13.4M | 1,456,350 | 0 | 4 | 7 | 0.0% |
| Q4 2024 | 21 | $11.0M | 1,436,088 | 2 | 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 | 17 | $9.2M | 849,372 | 1 | 6 | 8 | 0.0% |
| Q4 2023 | 20 | $11.5M | 941,498 | 2 | 10 | 2 | 0.0% |
| Q3 2023 | 18 | $14.6M | 903,153 | 0 | 7 | 4 | 0.0% |
| Q2 2023 | 20 | $13.6M | 897,813 | 2 | 10 | 4 | 0.0% |
| Q1 2023 | 17 | $11.6M | 835,238 | 1 | 5 | 4 | 0.0% |
| Q4 2022 | 16 | $11.9M | 752,591 | 3 | 4 | 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% |