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
Q2 		$7.4M Buy
553,632
+109,689
+25% +$1.49M ﹤0.01% 1328
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 $422M AUM 42.84% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

AllianceBernstein's SSBI Position: Q2 2026 in Review

AllianceBernstein increased its Summit State Bank (SSBI) stake by 25% in Q2 2026, buying an estimated $1.49M and bringing the position to 553,632 shares worth $7.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

AllianceBernstein first reported a position in SSBI in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold SSBI as of Q2 2026.

  • AllianceBernstein held 553,632 shares of Summit State Bank worth $7.4M as of Q2 2026.
  • AllianceBernstein bought 109,689 Summit State Bank shares in Q2 2026, an estimated $1.49M.
  • Summit State Bank made up ﹤0.01% of AllianceBernstein's portfolio in Q2 2026, its #1328 holding.
  • AllianceBernstein first reported a position in Summit State Bank in Q3 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held Summit State Bank as of Q2 2026.

Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.