Citadel Advisors
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Citadel Advisors’s Summit State Bank SSBI Stock Holding History

Citadel Advisors’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 		– Sell
-12,885
Closed -$172K – 14796
2026
Q1 		$172K Buy
12,885
+1,257
+11% +$16.6K ﹤0.01% 11564
2025
Q4 		$135K Buy
+11,628
New +$131K ﹤0.01% 11408
2025
Q3 		– Sell
-21,170
Closed -$229K – 14036
2025
Q2 		$229K Buy
21,170
+2,227
+12% +$20.6K ﹤0.01% 10400
2025
Q1 		$175K Sell
18,943
-427
-2% -$3.42K ﹤0.01% 10640
2024
Q4 		$148K Buy
19,370
+5,888
+44% +$43K ﹤0.01% 10907
2024
Q3 		$114K Sell
13,482
-2,323
-15% -$20.9K ﹤0.01% 10948
2024
Q2 		$149K Buy
15,805
+1,627
+11% +$15.5K ﹤0.01% 10357
2024
Q1 		$154K Sell
14,178
-6,294
-31% -$70.1K ﹤0.01% 10729
2023
Q4 		$246K Buy
+20,472
New +$278K ﹤0.01% 9557

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
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

Citadel Advisors's SSBI Position: Q2 2026 in Review

Citadel Advisors sold out of Summit State Bank (SSBI) in Q2 2026, closing a stake of 12,885 shares — an estimated $172K sold.

Citadel Advisors first reported a position in SSBI in Q4 2023 and held it in 9 quarters. The position peaked at $246K in Q4 2023. 22 funds tracked by Wall St. Rank hold SSBI as of Q2 2026.

  • Citadel Advisors reported no remaining Summit State Bank position as of Q2 2026 after selling out during the quarter.
  • Citadel Advisors sold 12,885 Summit State Bank shares in Q2 2026, an estimated $172K.
  • Citadel Advisors first reported a position in Summit State Bank in Q4 2023 and held it in 9 quarters.
  • Citadel Advisors's Summit State Bank position peaked at $246K in Q4 2023.
  • 22 funds tracked by Wall St. Rank held Summit State Bank as of Q2 2026.

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