AllianceBernstein
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AllianceBernstein’s Summit State Bank SSBI Stock Holding History

AllianceBernstein’s Portfolio SSBI Stock Details SSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.16M Buy
443,943
+109,479
+33% +$1.44M ﹤0.01% 1527
2025
Q4 		$3.89M Buy
334,464
+239,950
+254% +$2.71M ﹤0.01% 1659
2025
Q3 		$1.13M Buy
+94,514
New +$1.12M ﹤0.01% 2289

Other funds holding SSBI

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $130M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

AllianceBernstein's SSBI Position: Q1 2026 in Review

AllianceBernstein increased its Summit State Bank (SSBI) stake by 33% in Q1 2026, buying an estimated $1.44M and bringing the position to 443,943 shares worth $5.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

AllianceBernstein first reported a position in SSBI in Q3 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold SSBI as of Q1 2026.

  • AllianceBernstein held 443,943 shares of Summit State Bank worth $5.16M as of Q1 2026.
  • AllianceBernstein bought 109,479 Summit State Bank shares in Q1 2026, an estimated $1.44M.
  • Summit State Bank made up ﹤0.01% of AllianceBernstein's portfolio in Q1 2026, its #1527 holding.
  • AllianceBernstein first reported a position in Summit State Bank in Q3 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Summit State Bank as of Q1 2026.

Based on AllianceBernstein's 13F filing for Q1 2026, filed 15 May 2026.