Jim Simons
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Jim Simons’s Summit State Bank SSBI Stock Holding History

Jim Simons’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 		$168K Buy
12,590
+200
+2% +$2.63K ﹤0.01% 2944
2025
Q4 		$144K Buy
+12,390
New +$140K ﹤0.01% 2945
2023
Q1 		– Sell
-11,290
Closed -$178K – 4376
2022
Q4 		$178K Buy
+11,290
New +$176K ﹤0.01% 3460
2022
Q3 		– Sell
-12,890
Closed -$196K – 4388
2022
Q2 		$196K Sell
12,890
-5,100
-28% -$80.3K ﹤0.01% 3659
2022
Q1 		$308K Sell
17,990
-3,700
-17% -$60.1K ﹤0.01% 3463
2021
Q4 		$336K Buy
+21,690
New +$356K ﹤0.01% 3291
2021
Q3 		– Sell
-13,420
Closed -$190K – 3824
2021
Q2 		$190K Sell
13,420
-220
-2% -$3.18K ﹤0.01% 3258
2021
Q1 		$202K Buy
13,640
+302
+2% +$4.26K ﹤0.01% 3149
2020
Q4 		$163K Buy
+13,338
New +$152K ﹤0.01% 3182
2018
Q2 		– Sell
-22,385
Closed -$274K – 3516
2018
Q1 		$274K Buy
22,385
+3,960
+21% +$47.6K ﹤0.01% 3105
2017
Q4 		$211K Sell
18,425
-770
-4% -$8.81K ﹤0.01% 3118
2017
Q3 		$217K Buy
19,195
+220
+1% +$2.55K ﹤0.01% 2985
2017
Q2 		$224K Sell
18,975
-2,640
-12% -$31.1K ﹤0.01% 2976
2017
Q1 		$256K Buy
21,615
+137
+0.6% +$1.62K ﹤0.01% 2953
2016
Q4 		$234K Buy
+21,478
New +$216K ﹤0.01% 2965

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 17.6% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 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 $137M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jim Simons's SSBI Position: Q1 2026 in Review

Jim Simons increased its Summit State Bank (SSBI) stake by 1.6% in Q1 2026, buying an estimated $2.63K and bringing the position to 12,590 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #2944.

Jim Simons first reported a position in SSBI in Q4 2016 and has held it in 15 quarters since. The position peaked at $336K in Q4 2021. 25 funds tracked by Wall St. Rank hold SSBI as of Q1 2026.

  • Jim Simons held 12,590 shares of Summit State Bank worth $168K as of Q1 2026.
  • Jim Simons bought 200 Summit State Bank shares in Q1 2026, an estimated $2.63K.
  • Summit State Bank made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2944 holding.
  • Jim Simons first reported a position in Summit State Bank in Q4 2016 and has held it in 15 quarters since.
  • Jim Simons's Summit State Bank position peaked at $336K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Summit State Bank as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.