SUMMIT ST BK SANTA ROSA CALI

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SSBI·866264203·US·Common Stock·Financial Services - Banks - Regional

SSBI (SUMMIT ST BK SANTA ROSA CALI) is held by 20 institutional investors as of Q1 2026. Largest holders: ALLIANCEBERNSTEIN L.P. ($5.2M), VANGUARD CAPITAL MANAGEMENT LLC ($3.1M), MAI Capital Management ($1.2M). Net institutional sentiment: Bullish.

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

Positions (20)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ALLIANCEBERNSTEIN L.P.	Increased	443,943(+32.7%)	$5.2M	0.0%	+11.88%	35
VAVANGUARD CAPITAL MANAGEMENT LLC	New	229,332	$3.1M	0.0%	-0.37%	37
MAI Capital Management	Unchanged	90,634	$1.2M	0.0%	+26.20%	0
DIMENSIONAL FUND ADVISORS LP	Unchanged	69,624	$930,872	0.0%	+6.45%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	52,101(+0.1%)	$696,773	0.0%	-0.01%	17
VFVANGUARD FIDUCIARY TRUST CO	New	26,404	$353,021	0.0%	-0.37%	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	20,556(+68.4%)	$274,834	0.0%	+6.82%	23
STIFEL FINANCIAL CORP	Unchanged	16,220	$216,861	0.0%	+12.37%	0
NORTHERN TRUST CORP	Increased	14,945(+13.3%)	$199,815	0.0%	+22.76%	18
STATE STREET CORP	Unchanged	14,008	$187,287	0.0%	+20.06%	0
BlackRock, Inc.	Increased	13,883(+10.5%)	$185,616	0.0%	+58.79%	17
Creative Planning	Unchanged	13,750	$183,838	0.0%	+54.48%	0
CITADEL ADVISORS LLC	Increased	12,885(+10.8%)	$172,272	0.0%	+16.18%	17
RENAISSANCE TECHNOLOGIES LLC	Increased	12,590(+1.6%)	$168,328	0.0%	+17.96%	23
WAWealthspire Advisors, LLC	Unchanged	12,470	$166,724	0.0%	+18.31%	0
MORGAN STANLEY	Unchanged	11,970	$160,049	0.0%	+62.35%	0
VGVanguard Global Advisers, LLC	New	2,016	$26,954	0.0%	-0.37%	30
JPMORGAN CHASE & CO	Unchanged	938	$12,541	0.0%	+12.37%	0
UBS Group AG	Increased	191(+2628.6%)	$2,553	0.0%	+0.58%	14
WELLS FARGO & COMPANY/MN	Unchanged	0	$3	0.0%	+73.20%	0

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