Stifel Financial
SSBI icon

Stifel Financial’s Summit State Bank SSBI Stock Holding History

Stifel Financial’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 		$217K Hold
16,220
– – ﹤0.01% 3379
2025
Q4 		$189K Hold
16,220
– – ﹤0.01% 3397
2025
Q3 		$193K Buy
+16,220
New +$191K ﹤0.01% 3353

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MI
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
SM
Salzhauer Michael $292M AUM 30% 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

Stifel Financial's SSBI Position: Q1 2026 in Review

Stifel Financial held its Summit State Bank (SSBI) position steady in Q1 2026 at 16,220 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #3379.

Stifel Financial first reported a position in SSBI in Q3 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold SSBI as of Q1 2026.

  • Stifel Financial held 16,220 shares of Summit State Bank worth $217K as of Q1 2026.
  • Stifel Financial left its Summit State Bank share count unchanged in Q1 2026.
  • Summit State Bank made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3379 holding.
  • Stifel Financial first reported a position in Summit State Bank in Q3 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Summit State Bank as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.