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Summit St BK Santa Rosa Cali (SSBI): which funds own it

Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 6, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

1 concentrated manager holds it with a median weight of 1.1%.

Who owns Summit St BK Santa Rosa Cali?

As of Jun 30, 2026, the largest holders reported on Form 13F were Alliancebernstein (553,632 shares), M3f (354,229 shares) and Caldwell Sutter Capital (349,284 shares).

Which institutions hold the most Summit St BK Santa Rosa Cali shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. Alliancebernstein: 553,632 shares
  2. 2. M3f: 354,229 shares
  3. 3. Caldwell Sutter Capital: 349,284 shares
  4. 4. Vanguard Capital Management: 229,146 shares
  5. 5. Banc Funds: 195,627 shares
  6. 6. MAI Capital Management: 90,634 shares
  7. 7. Michael Salzhauer: 72,575 shares
  8. 8. Dimensional Fund Advisors: 69,624 shares
  9. 9. Geode Capital Management: 51,514 shares
  10. 10. Vanguard Fiduciary Trust: 30,309 shares

We hold 13D and 13G filings made since December 2024: a holder above 5% that has not filed since then does not appear here.

Concentrated managers
1
All 13F: 23
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$13.56
+1.4% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (1 → 1): 0 opened · 0 exited = 0

Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of SSBI (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Insiders (Form 4)

Officers and directors who bought (6 m)
no data
Amount (6 m)
no data
CEO/CFO bought (12 m)
No

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.

No recent filings.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗

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