SSBISUMMIT ST BK SANTA ROSA CALI
CUSIP 866264203 · Yahoo Finance ↗ · Google Finance ↗
Summit St Bk Santa Rosa Cali (SSBI) has 26 institutional holders in Filings Flow’s 13F database, together reporting 2.11M shares worth $28M as of Q1 2026. The largest reported holders are Alliancebernstein L.P., M3f, Inc., and Caldwell Sutter Capital, Inc..
Institutional Holders
26
Q1 2026
Reported Value
$28M
Ticker
SSBI
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $5M | 443.9K | Q1 2026 |
| M3F, Inc.$404M AUM | 1.17% | $5M | 354.2K | Q1 2026 |
| CALDWELL SUTTER CAPITAL, INC.$246M AUM | 1.89% | $5M | 347.1K | Q1 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $3M | 229.3K | Q1 2026 |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $3M | 256.9K | Q4 2025OLDER |
| BANC FUNDS CO LLC$537M AUM | 0.50% | $3M | 199.2K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.01% | $1M | 90.6K | Q1 2026 |
| SALZHAUER MICHAEL$212M AUM | 0.46% | $970,330 | 72.6K | Q1 2026 |
| Daytona Street Capital LLC$130M AUM | 0.74% | $954,898 | 49.1K | Q1 2026 |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $930,872 | 69.6K | Q1 2026 |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $696,773 | 52.1K | Q1 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.01% | $385,323 | 28.8K | Q1 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $353,021 | 26.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $274,834 | 20.6K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $216,861 | 16.2K | Q1 2026 |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $199,815 | 14.9K | Q1 2026 |
| STATE STREET CORP$2.90T AUM | 0.00% | $187,287 | 14.0K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $185,616 | 13.9K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $183,838 | 13.8K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $172,272 | 12.9K | Q1 2026 |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $168,328 | 12.6K | Q1 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $166,724 | 12.5K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $160,049 | 12.0K | Q1 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $26,954 | 2.0K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $12,541 | 938 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $2,553 | 191 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $70 | 6 | Q4 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $12 | 1 | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $12 | 1 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3 | 0 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | — | $0 | 5 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.