How many shares of SSBI does Creative Planning own?

As of 2026-Q2, Creative Planning holds 13,750 shares of SSBI (SUMMIT ST BK SANTA ROSA CALI).

What is Creative Planning's SSBI position worth?

As of 2026-Q2, Creative Planning's SSBI position is worth $186,450.

Based on available 13F filings, Creative Planning first reported a position in SSBI in 2024-Q3. They have held the position across 8 quarters.

Position history for Creative Planning's holdings in SUMMIT ST BK SANTA ROSA CALI

Current Value

$186,450

Current Shares

13,750

Total Value Change

+$70,262

Total Shares Change

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	13,750	0.0%	$186,450	0.0%	$13.56	0
2026-Q1	Unchanged	13,750	0.0%	$183,838	0.0%	$13.49	0
2025-Q4	Unchanged	13,750	0.0%	$159,913	0.0%	$11.36	0
2025-Q3	Unchanged	13,750	0.0%	$163,763	0.0%	$11.96	0
2025-Q2	Unchanged	13,750	0.0%	$149,050	0.0%	$10.00	0
2025-Q1	Unchanged	13,750	0.0%	$126,913	0.0%	$9.11	0
2024-Q4	Unchanged	13,750	0.0%	$105,188	0.0%	$7.76	0
2024-Q3	New	13,750	-	$116,188	0.0%	$8.70	30