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
Q2 		$220K Hold
16,220
– – ﹤0.01% 3466
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

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

Stifel Financial's SSBI Position: Q2 2026 in Review

Stifel Financial held its Summit State Bank (SSBI) position steady in Q2 2026 at 16,220 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #3466.

Stifel Financial first reported a position in SSBI in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold SSBI as of Q2 2026.

  • Stifel Financial held 16,220 shares of Summit State Bank worth $220K as of Q2 2026.
  • Stifel Financial left its Summit State Bank share count unchanged in Q2 2026.
  • Summit State Bank made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3466 holding.
  • Stifel Financial first reported a position in Summit State Bank in Q3 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held Summit State Bank as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.