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SBI Securities’s Summit State Bank SSBI Stock Holding History

SBI Securities’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
2025
Q4 		– Sell
-1
Closed -$12 – 4208
2025
Q3 		$12 Hold
1
– – ﹤0.01% 4010
2025
Q2 		$11 Hold
1
– – ﹤0.01% 4001
2025
Q1 		$9 Hold
1
– – ﹤0.01% 3979
2024
Q4 		$8 Buy
+1
New +$7 ﹤0.01% 3957

Other funds holding SSBI

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CSC
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $130M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SBI Securities's SSBI Position: Q4 2025 in Review

SBI Securities sold out of Summit State Bank (SSBI) in Q4 2025, closing a stake of 1 share — an estimated $12 sold.

SBI Securities first reported a position in SSBI in Q4 2024 and held it in 4 quarters. The position peaked at $12 in Q3 2025. 25 funds tracked by Wall St. Rank hold SSBI as of Q4 2025.

  • SBI Securities reported no remaining Summit State Bank position as of Q4 2025 after selling out during the quarter.
  • SBI Securities sold 1 Summit State Bank share in Q4 2025, an estimated $12.
  • SBI Securities first reported a position in Summit State Bank in Q4 2024 and held it in 4 quarters.
  • SBI Securities's Summit State Bank position peaked at $12 in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Summit State Bank as of Q4 2025.

Based on SBI Securities's 13F filing for Q4 2025, filed 3 Feb 2026.