Fidelity Investments
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Fidelity Investments’s Summit State Bank SSBI Stock Holding History

Fidelity Investments’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 		$299 Buy
+22
New +$299 ﹤0.01% 5342
2022
Q4 		– Sell
-1
Closed – – 5580
2022
Q3 		$0 Buy
+1
New +$15 ﹤0.01% 5372

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MI
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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

Fidelity Investments's SSBI Position: Q2 2026 in Review

Fidelity Investments opened a new position in Summit State Bank (SSBI) in Q2 2026: 22 shares worth $299. The stake represents ﹤0.01% of the portfolio and ranks #5342 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in SSBI as recently as Q3 2022.

Fidelity Investments first reported a position in SSBI in Q3 2022 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold SSBI as of Q2 2026.

  • Fidelity Investments held 22 shares of Summit State Bank worth $299 as of Q2 2026.
  • Summit State Bank was a new Fidelity Investments position in Q2 2026.
  • Summit State Bank made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5342 holding.
  • Fidelity Investments first reported a position in Summit State Bank in Q3 2022 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held Summit State Bank as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.