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EA Series Trust’s Summit State Bank SSBI Stock Holding History

EA Series Trust’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
2023
Q2 		$266K Buy
+17,637
New +$262K 0.01% 999

Other funds holding SSBI

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
TCPWM
Traverso Chambers Private Wealth Management Santa Rosa, California $412M AUM 13.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
BG
Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Salzhauer Michael $212M AUM 20.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EA Series Trust's SSBI Position: Q2 2023 in Review

EA Series Trust opened a new position in Summit State Bank (SSBI) in Q2 2023: 17,637 shares worth $266K. The stake represents 0.01% of the portfolio and ranks #999 among its holdings.

23 funds tracked by Wall St. Rank hold SSBI as of Q2 2023.

  • EA Series Trust held 17,637 shares of Summit State Bank worth $266K as of Q2 2023.
  • Summit State Bank was a new EA Series Trust position in Q2 2023.
  • Summit State Bank made up 0.01% of EA Series Trust's portfolio in Q2 2023, its #999 holding.
  • 23 funds tracked by Wall St. Rank held Summit State Bank as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.