State Street’s Summit State Bank SSBI Stock Holding History

State Street’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	$188K	Sell	13,858 -150	-1%	-$2.04K	﹤0.01%	3849
2026 Q1	$187K	Hold	14,008	–	–	﹤0.01%	3901
2025 Q4	$163K	Hold	14,008	–	–	﹤0.01%	3944
2025 Q3	$167K	Hold	14,008	–	–	﹤0.01%	3959
2025 Q2	$152K	Hold	14,008	–	–	﹤0.01%	3893
2025 Q1	$129K	Hold	14,008	–	–	﹤0.01%	3915
2024 Q4	$107K	Buy	14,008 +2,500	+22%	+$18.3K	﹤0.01%	3974
2024 Q3	$97.2K	Hold	11,508	–	–	﹤0.01%	3982
2024 Q2	$109K	Hold	11,508	–	–	﹤0.01%	3990
2024 Q1	$125K	Sell	11,508 -2,420	-17%	-$27K	﹤0.01%	3988
2023 Q4	$167K	Hold	13,928	–	–	﹤0.01%	3939
2023 Q3	$229K	Sell	13,928 -100	-0.7%	-$1.62K	﹤0.01%	3904
2023 Q2	$212K	Hold	14,028	–	–	﹤0.01%	3991
2023 Q1	$195K	Hold	14,028	–	–	﹤0.01%	4087
2022 Q4	$222K	Buy	14,028 +1,194	+9%	+$18.6K	﹤0.01%	4057
2022 Q3	$186K	Hold	12,834	–	–	﹤0.01%	4178
2022 Q2	$195K	Buy	+12,834	New	+$202K	﹤0.01%	4209

Other funds holding SSBI

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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 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

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street's SSBI Position: Q2 2026 in Review

State Street reduced its Summit State Bank (SSBI) stake by 1.1% in Q2 2026, selling an estimated $2.04K and leaving 13,858 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #3849.

State Street first reported a position in SSBI in Q2 2022 and has held it in 17 quarters since. The position peaked at $229K in Q3 2023. 23 funds tracked by Wall St. Rank hold SSBI as of Q2 2026.

State Street held 13,858 shares of Summit State Bank worth $188K as of Q2 2026.
State Street sold 150 Summit State Bank shares in Q2 2026, an estimated $2.04K.
Summit State Bank made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3849 holding.
State Street first reported a position in Summit State Bank in Q2 2022 and has held it in 17 quarters since.
State Street's Summit State Bank position peaked at $229K in Q3 2023.
23 funds tracked by Wall St. Rank held Summit State Bank as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.