Geode Capital Management
SSBI icon

Geode Capital Management’s Summit State Bank SSBI Stock Holding History

Geode Capital Management’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
Q3 		$707K Buy
57,490
+5,976
+12% +$77.1K ﹤0.01% 3445
2026
Q2 		$699K Sell
51,514
-587
-1% -$7.98K ﹤0.01% 3481
2026
Q1 		$697K Buy
52,101
+55
+0.1% +$725 ﹤0.01% 3471
2025
Q4 		$605K Sell
52,046
-879
-2% -$9.9K ﹤0.01% 3525
2025
Q3 		$630K Sell
52,925
-2,451
-4% -$28.9K ﹤0.01% 3531
2025
Q2 		$600K Buy
55,376
+657
+1% +$6.08K ﹤0.01% 3490
2025
Q1 		$505K Buy
54,719
+1,715
+3% +$13.7K ﹤0.01% 3539
2024
Q4 		$405K Buy
53,004
+3,245
+7% +$23.7K ﹤0.01% 3674
2024
Q3 		$421K Buy
49,759
+824
+2% +$7.42K ﹤0.01% 3659
2024
Q2 		$463K Buy
48,935
+1,920
+4% +$18.3K ﹤0.01% 3585
2024
Q1 		$510K Buy
47,015
+292
+0.6% +$3.25K ﹤0.01% 3604
2023
Q4 		$561K Hold
46,723
– – ﹤0.01% 3562
2023
Q3 		$770K Buy
46,723
+1,396
+3% +$22.6K ﹤0.01% 3431
2023
Q2 		$685K Buy
45,327
+28,879
+176% +$428K ﹤0.01% 3503
2023
Q1 		$228K Hold
16,448
– – ﹤0.01% 3982
2022
Q4 		$259K Buy
16,448
+722
+5% +$11.3K ﹤0.01% 3955
2022
Q3 		$228K Buy
15,726
+5,634
+56% +$85.5K ﹤0.01% 4129
2022
Q2 		$153K Buy
+10,092
New +$159K ﹤0.01% 4405

Other funds holding SSBI

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
Caldwell Sutter Capital
Caldwell Sutter Capital Sausalito, California $268M AUM 23.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
SM
Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Geode Capital Management's SSBI Position: Q3 2026 in Review

Geode Capital Management increased its Summit State Bank (SSBI) stake by 12% in Q3 2026, buying an estimated $77.1K and bringing the position to 57,490 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #3445.

Geode Capital Management first reported a position in SSBI in Q2 2022 and has held it in 18 quarters since. The position peaked at $770K in Q3 2023. 19 funds tracked by Wall St. Rank hold SSBI as of Q3 2026.

  • Geode Capital Management held 57,490 shares of Summit State Bank worth $707K as of Q3 2026.
  • Geode Capital Management bought 5,976 Summit State Bank shares in Q3 2026, an estimated $77.1K.
  • Summit State Bank made up ﹤0.01% of Geode Capital Management's portfolio in Q3 2026, its #3445 holding.
  • Geode Capital Management first reported a position in Summit State Bank in Q2 2022 and has held it in 18 quarters since.
  • Geode Capital Management's Summit State Bank position peaked at $770K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held Summit State Bank as of Q3 2026.

Based on Geode Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.