Morgan Stanley
SSBI icon

Morgan Stanley’s Summit State Bank SSBI Stock Holding History

Morgan Stanley’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 		$162K Hold
11,970
– – ﹤0.01% 6049
2026
Q1 		$160K Hold
11,970
– – ﹤0.01% 5964
2025
Q4 		$139K Hold
11,970
– – ﹤0.01% 6067
2025
Q3 		$143K Hold
11,970
– – ﹤0.01% 6016
2025
Q2 		$130K Hold
11,970
– – ﹤0.01% 6031
2025
Q1 		$110K Sell
11,970
-150
-1% -$1.2K ﹤0.01% 5962
2024
Q4 		$92.7K Buy
12,120
+8,289
+216% +$60.6K ﹤0.01% 6092
2024
Q3 		$32.4K Buy
3,831
+1
+0% +$9 ﹤0.01% 6343
2024
Q2 		$36.2K Buy
3,830
+1
+0% +$10 ﹤0.01% 6267
2024
Q1 		$41.5K Sell
3,829
-7,845
-67% -$87.4K ﹤0.01% 6290
2023
Q4 		$144K Buy
11,674
+6,058
+108% +$82.2K ﹤0.01% 6053
2023
Q3 		$90.1K Sell
5,616
-1,938
-26% -$31.4K ﹤0.01% 5939
2023
Q2 		$114K Buy
7,554
+1,938
+35% +$28.7K ﹤0.01% 5889
2023
Q1 		$77.9K Hold
5,616
– – ﹤0.01% 6107
2022
Q4 		$88.7K Sell
5,616
-1
-0% -$16 ﹤0.01% 6034
2022
Q3 		$81K Buy
5,617
+1
+0% +$15 ﹤0.01% 6184
2022
Q2 		$85K Sell
5,616
-219
-4% -$3.45K ﹤0.01% 6360
2022
Q1 		$100K Buy
5,835
+218
+4% +$3.54K ﹤0.01% 6311
2021
Q4 		$87K Hold
5,617
– – ﹤0.01% 6520
2021
Q3 		$101K Hold
5,617
– – ﹤0.01% 6372
2021
Q2 		$79K Hold
5,617
– – ﹤0.01% 6455
2021
Q1 		$83K Sell
5,617
-6,050
-52% -$85.3K ﹤0.01% 6109
2020
Q4 		$143K Buy
11,667
+6,050
+108% +$69K ﹤0.01% 5761
2020
Q3 		$57K Hold
5,617
– – ﹤0.01% 5681
2020
Q2 		$46K Hold
5,617
– – ﹤0.01% 5703
2020
Q1 		$41K Hold
5,617
– – ﹤0.01% 5548
2019
Q4 		$66K Hold
5,617
– – ﹤0.01% 5784
2019
Q3 		$60K Sell
5,617
-1,050
-16% -$11.4K ﹤0.01% 5641
2019
Q2 		$67K Sell
6,667
-66
-1% -$684 ﹤0.01% 5493
2019
Q1 		$71K Sell
6,733
-528
-7% -$5.75K ﹤0.01% 5527
2018
Q4 		$77K Sell
7,261
-206
-3% -$2.41K ﹤0.01% 5640
2018
Q3 		$104K Sell
7,467
-9
-0.1% -$128 ﹤0.01% 5672
2018
Q2 		$105K Buy
7,476
+9
+0.1% +$123 ﹤0.01% 5728
2018
Q1 		$92K Buy
7,467
+8
+0.1% +$96 ﹤0.01% 5727
2017
Q4 		$85K Buy
7,459
+530
+8% +$6.07K ﹤0.01% 5680
2017
Q3 		$78K Buy
6,929
+20
+0.3% +$232 ﹤0.01% 5643
2017
Q2 		$82K Hold
6,909
– – ﹤0.01% 5708
2017
Q1 		$82K Sell
6,909
-1,402
-17% -$16.6K ﹤0.01% 5672
2016
Q4 		$91K Buy
8,311
+1,650
+25% +$16.6K ﹤0.01% 5603
2016
Q3 		$66K Sell
6,661
-1,699
-20% -$16.9K ﹤0.01% 5477
2016
Q2 		$84K Buy
8,360
+59
+0.7% +$590 ﹤0.01% 5318
2016
Q1 		$80K Buy
8,301
+3,821
+85% +$37.5K ﹤0.01% 5416
2015
Q4 		$45K Buy
4,480
+11
+0.2% +$108 ﹤0.01% 5760
2015
Q3 		$42K Buy
4,469
+4,209
+1,619% +$40.8K ﹤0.01% 5802
2015
Q2 		$2K Sell
260
-67
-20% -$650 ﹤0.01% 6517
2015
Q1 		$3K Buy
327
+68
+26% +$660 ﹤0.01% 6402
2014
Q4 		$2K Sell
259
-68
-21% -$667 ﹤0.01% 6439
2014
Q3 		$3K Hold
327
– – ﹤0.01% 6402
2014
Q2 		$3K Buy
327
+110
+51% +$901 ﹤0.01% 6354
2014
Q1 		$2K Sell
217
-196
-47% -$1.54K ﹤0.01% 6350
2013
Q4 		$3K Buy
+413
New +$2.99K ﹤0.01% 6222

Other funds holding SSBI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
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

Morgan Stanley's SSBI Position: Q2 2026 in Review

Morgan Stanley held its Summit State Bank (SSBI) position steady in Q2 2026 at 11,970 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #6049.

Morgan Stanley first reported a position in SSBI in Q4 2013 and has held it in 51 quarters since. 22 funds tracked by Wall St. Rank hold SSBI as of Q2 2026.

  • Morgan Stanley held 11,970 shares of Summit State Bank worth $162K as of Q2 2026.
  • Morgan Stanley left its Summit State Bank share count unchanged in Q2 2026.
  • Summit State Bank made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6049 holding.
  • Morgan Stanley first reported a position in Summit State Bank in Q4 2013 and has held it in 51 quarters since.
  • 22 funds tracked by Wall St. Rank held Summit State Bank as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.