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 19 institutional investors as of Q2 2026. Largest holders: ALLIANCEBERNSTEIN L.P. ($7.4M), VANGUARD CAPITAL MANAGEMENT LLC ($3.1M), MAI Capital Management ($1.2M). Net institutional sentiment: Mixed.

19

Holders

(1 Elite)

$15.5M

Total Value

50% (14)

Consensus

7 buying - 7 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)28

Insider (Form 4)55

Activist (13D/13G)54

Congressional (STOCK Act)76

Holder Quality

82

★★★★★

Elite

76

★★★★

Strong

10

★★★

Solid

48

★★

Below

61

★

Weak

Held by 19 funds

1 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SSBI.

Top Holders

Top Holders (19)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ALLIANCEBERNSTEIN L.P.	Increased	553,632(+24.7%)	$7.4M	0.0%	+4.47%	33
VAVANGUARD CAPITAL MANAGEMENT LLC	Decreased	229,146(-0.1%)	$3.1M	0.0%	-4.60%	0
MAI Capital Management	Unchanged	90,634	$1.2M	0.0%	+20.85%	0
DIMENSIONAL FUND ADVISORS LP	Unchanged	69,624	$944,101	0.0%	+1.94%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	51,514(-1.1%)	$698,727	0.0%	-4.25%	0
VFVANGUARD FIDUCIARY TRUST CO	Increased	30,309(+14.8%)	$410,990	0.0%	-4.66%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	22,162(+7.8%)	$300,517	0.0%	+1.72%	17
BlackRock, Inc.	Increased	19,230(+38.5%)	$260,759	0.0%	+30.25%	21
STIFEL FINANCIAL CORP	Unchanged	16,220	$219,943	0.0%	+7.61%	0
STATE STREET CORP	Decreased	13,858(-1.1%)	$187,914	0.0%	+14.97%	0
Creative Planning	Unchanged	13,750	$186,450	0.0%	+47.93%	0
RENAISSANCE TECHNOLOGIES LLC	Increased	12,890(+2.4%)	$174,788	0.0%	+12.46%	23
WAWealthspire Advisors, LLC	Unchanged	12,470	$169,094	0.0%	+13.29%	0
MORGAN STANLEY	Unchanged	11,970	$162,319	0.0%	+55.47%	0
VGVanguard Global Advisers, LLC	Unchanged	2,016	$27,337	0.0%	-4.60%	0
FMR LLC	New	22	$299	0.0%	-5.09%	17
UBS Group AG	Decreased	8(-95.8%)	$109	0.0%	-3.68%	0
BARCLAYS PLC	New	3	$41	0.0%	-5.09%	17
WELLS FARGO & COMPANY/MN	Unchanged	0	$3	0.0%	+65.85%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$172,272	0.0%	+17.22%	0

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SSBISUMMIT ST BK SANTA ROSA CALI

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer