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 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 $309B AUM 23.92% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 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

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

DSC

Daytona Street Capital Saint Louis, Missouri $130M AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street's SSBI Position: Q1 2026 in Review

State Street held its Summit State Bank (SSBI) position steady in Q1 2026 at 14,008 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #3901.

State Street first reported a position in SSBI in Q2 2022 and has held it in 16 quarters since. The position peaked at $229K in Q3 2023. 25 funds tracked by Wall St. Rank hold SSBI as of Q1 2026.

State Street held 14,008 shares of Summit State Bank worth $187K as of Q1 2026.
State Street left its Summit State Bank share count unchanged in Q1 2026.
Summit State Bank made up ﹤0.01% of State Street's portfolio in Q1 2026, its #3901 holding.
State Street first reported a position in Summit State Bank in Q2 2022 and has held it in 16 quarters since.
State Street's Summit State Bank position peaked at $229K in Q3 2023.
25 funds tracked by Wall St. Rank held Summit State Bank as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.