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Caldwell Sutter Capital’s Summit State Bank SSBI Stock Holding History

Caldwell Sutter Capital’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 		$4.74M Buy
349,284
+2,221
+0.6% +$30.2K 1.79% 8
2026
Q1 		$4.64M Buy
347,063
+250
+0.1% +$3.29K 1.89% 7
2025
Q4 		$4.03M Sell
346,813
-2,501
-0.7% -$28.3K 1.71% 8
2025
Q3 		$4.16M Buy
349,314
+50
+0% +$590 1.78% 8
2025
Q2 		$3.79M Buy
349,264
+36,160
+12% +$335K 1.73% 7
2025
Q1 		$2.89M Buy
313,104
+65,434
+26% +$524K 1.37% 11
2024
Q4 		$1.89M Buy
247,670
+19,201
+8% +$140K 0.88% 25
2024
Q3 		$1.93M Buy
228,469
+26,293
+13% +$237K 0.9% 27
2024
Q2 		$1.91M Sell
202,176
-7,152
-3% -$68.3K 0.95% 19
2024
Q1 		$2.27M Buy
209,328
+1,573
+0.8% +$17.5K 1.09% 16
2023
Q4 		$2.55M Buy
207,755
+9,799
+5% +$133K 1.3% 11
2023
Q3 		$3.18M Sell
197,956
-364
-0.2% -$5.89K 1.76% 7
2023
Q2 		$3M Buy
198,320
+3,144
+2% +$46.6K 1.57% 11
2023
Q1 		$2.71M Buy
195,176
+25,930
+15% +$400K 1.97% 8
2022
Q4 		$2.67M Buy
+169,246
New +$2.64M 2.36% 8

Other funds holding SSBI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 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

Caldwell Sutter Capital's SSBI Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Summit State Bank (SSBI) stake by 0.64% in Q2 2026, buying an estimated $30.2K and bringing the position to 349,284 shares worth $4.74M. The position accounts for 1.79% of the portfolio, ranked #8.

Caldwell Sutter Capital first reported a position in SSBI in Q4 2022 and has held it in 15 quarters since. 23 funds tracked by Wall St. Rank hold SSBI as of Q2 2026.

  • Caldwell Sutter Capital held 349,284 shares of Summit State Bank worth $4.74M as of Q2 2026.
  • Caldwell Sutter Capital bought 2,221 Summit State Bank shares in Q2 2026, an estimated $30.2K.
  • Summit State Bank made up 1.79% of Caldwell Sutter Capital's portfolio in Q2 2026, its #8 holding.
  • Caldwell Sutter Capital first reported a position in Summit State Bank in Q4 2022 and has held it in 15 quarters since.
  • 23 funds tracked by Wall St. Rank held Summit State Bank as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.