Creative Planning
SSBI icon

Creative Planning’s Summit State Bank SSBI Stock Holding History

Creative Planning’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 		$184K Hold
13,750
– – ﹤0.01% 3764
2025
Q4 		$160K Hold
13,750
– – ﹤0.01% 3621
2025
Q3 		$164K Hold
13,750
– – ﹤0.01% 3552
2025
Q2 		$149K Hold
13,750
– – ﹤0.01% 3330
2025
Q1 		$127K Hold
13,750
– – ﹤0.01% 3202
2024
Q4 		$105K Hold
13,750
– – ﹤0.01% 3150
2024
Q3 		$116K Buy
+13,750
New +$124K ﹤0.01% 2983

Other funds holding SSBI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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

Creative Planning's SSBI Position: Q1 2026 in Review

Creative Planning held its Summit State Bank (SSBI) position steady in Q1 2026 at 13,750 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #3764.

Creative Planning first reported a position in SSBI in Q3 2024 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold SSBI as of Q1 2026.

  • Creative Planning held 13,750 shares of Summit State Bank worth $184K as of Q1 2026.
  • Creative Planning left its Summit State Bank share count unchanged in Q1 2026.
  • Summit State Bank made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3764 holding.
  • Creative Planning first reported a position in Summit State Bank in Q3 2024 and has held it in 7 quarters since.
  • 25 funds tracked by Wall St. Rank held Summit State Bank as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.