SUMMIT ST BK SANTA ROSA CALI

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SSBI·866264203·US·equity·Financial Services - Banks - Regional

SSBI (SUMMIT ST BK SANTA ROSA CALI) is held by 17 institutional investors as of Q1 2026. Largest holders: ALLIANCEBERNSTEIN L.P. ($5.2M), MAI Capital Management ($1.2M), DIMENSIONAL FUND ADVISORS LP ($930,872). Net institutional sentiment: Bullish.

17

Holders

Avg rating(2 Elite)

$9.9M

Total Value

80% (19)

Fund Consensus

8 buying - 2 selling

Smart Money Verdict

View all

56Mixed MomentumSingle Source

Institutional (13F)56

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how SSBI's score breaks down across 4 SEC sources

Holder Quality

2

★★★★★

Elite

6

★★★★

Strong

9

★★★

Solid

2

★★

Below

0

★

Weak

Held by 17 funds

2 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (17)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ALLIANCEBERNSTEIN L.P.	Increased	443,943(+32.7%)	$5.2M	0.0%	+12.38%	35
MAI Capital Management	Unchanged	90,634	$1.2M	0.0%	+26.76%	0
DIMENSIONAL FUND ADVISORS LP	Unchanged	69,624	$930,872	0.0%	+6.93%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	52,101(+0.1%)	$696,773	0.0%	+0.44%	17
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	20,556(+68.4%)	$274,834	0.0%	+7.30%	23
STIFEL FINANCIAL CORP	Unchanged	16,220	$216,861	0.0%	+12.88%	0
NORTHERN TRUST CORP	Increased	14,945(+13.3%)	$199,815	0.0%	+23.31%	18
STATE STREET CORP	Unchanged	14,008	$187,287	0.0%	+20.60%	0
BlackRock, Inc.	Increased	13,883(+10.5%)	$185,616	0.0%	+59.50%	17
Creative Planning	Unchanged	13,750	$183,838	0.0%	+55.17%	0
CITADEL ADVISORS LLC	Increased	12,885(+10.8%)	$172,272	0.0%	+16.70%	17
RENAISSANCE TECHNOLOGIES LLC	Increased	12,590(+1.6%)	$168,328	0.0%	+18.49%	23
WAWealthspire Advisors, LLC	Unchanged	12,470	$166,724	0.0%	+18.84%	0
MORGAN STANLEY	Unchanged	11,970	$160,049	0.0%	+63.08%	0
JPMORGAN CHASE & CO	Unchanged	938	$12,541	0.0%	+12.88%	0
UBS Group AG	Increased	191(+2628.6%)	$2,553	0.0%	+1.03%	14
WELLS FARGO & COMPANY/MN	Unchanged	0	$3	0.0%	+73.97%	0
CITIGROUP INC	Exited	0(-100.0%)	$12	0.0%	+18.75%	0
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$70	0.0%	+65.67%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer