UBS Group’s Summit State Bank SSBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $109 | Sell |
8
-183
| -96% | -$2.49K | ﹤0.01% | 10091 |
|
|
2026
Q1 | $2.55K | Buy |
191
+184
| +2,629% | +$2.42K | ﹤0.01% | 9248 |
|
|
2025
Q4 | $82 | Sell |
7
-9,410
| -100% | -$106K | ﹤0.01% | 10216 |
|
|
2025
Q3 | $112K | Sell |
9,417
-1,322
| -12% | -$15.6K | ﹤0.01% | 7034 |
|
|
2025
Q2 | $116K | Buy |
10,739
+10,738
| +1,073,800% | +$99.4K | ﹤0.01% | 7105 |
|
|
2025
Q1 | $9 | Hold |
1
| – | – | ﹤0.01% | 10126 |
|
|
2024
Q4 | $8 | Hold |
1
| – | – | ﹤0.01% | 9819 |
|
|
2024
Q3 | $8 | Sell |
1
-1,526
| -100% | -$13.7K | ﹤0.01% | 9370 |
|
|
2024
Q2 | $14.4K | Buy |
1,527
+1,526
| +152,600% | +$14.6K | ﹤0.01% | 7515 |
|
|
2024
Q1 | $11 | Sell |
1
-644
| -100% | -$7.18K | ﹤0.01% | 9084 |
|
|
2023
Q4 | $7.93K | Buy |
645
+476
| +282% | +$6.46K | ﹤0.01% | 7596 |
|
|
2023
Q3 | $2.71K | Sell |
169
-1,188
| -88% | -$19.2K | ﹤0.01% | 7659 |
|
|
2023
Q2 | $20.5K | Sell |
1,357
-108
| -7% | -$1.6K | ﹤0.01% | 6856 |
|
|
2023
Q1 | $20.3K | Buy |
1,465
+1,297
| +772% | +$20K | ﹤0.01% | 7067 |
|
|
2022
Q4 | $2.65K | Sell |
168
-1,500
| -90% | -$23.4K | ﹤0.01% | 9647 |
|
|
2022
Q3 | $24K | Buy |
+1,668
| New | +$25.3K | ﹤0.01% | 7155 |
|
|
2021
Q2 | – | Sell |
-305
| Closed | -$5K | – | 9795 |
|
|
2021
Q1 | $5K | Sell |
305
-964
| -76% | -$13.6K | ﹤0.01% | 8328 |
|
|
2020
Q4 | $16K | Buy |
1,269
+578
| +84% | +$6.6K | ﹤0.01% | 7117 |
|
|
2020
Q3 | $7K | Sell |
691
-215
| -24% | -$1.94K | ﹤0.01% | 7143 |
|
|
2020
Q2 | $7K | Buy |
+906
| New | +$7.67K | ﹤0.01% | 7233 |
|
|
2019
Q1 | – | Sell |
-1,713
| Closed | -$18K | – | 8142 |
|
|
2018
Q4 | $18K | Buy |
1,713
+1,019
| +147% | +$11.9K | ﹤0.01% | 6876 |
|
|
2018
Q3 | $10K | Sell |
694
-1,392
| -67% | -$19.7K | ﹤0.01% | 7177 |
|
|
2018
Q2 | $29K | Buy |
+2,086
| New | +$28.5K | ﹤0.01% | 6414 |
|
|
2018
Q1 | – | Sell |
-2,415
| Closed | -$28K | – | 8145 |
|
|
2017
Q4 | $28K | Sell |
2,415
-217
| -8% | -$2.48K | ﹤0.01% | 6308 |
|
|
2017
Q3 | $30K | Buy |
2,632
+1,669
| +173% | +$19.4K | ﹤0.01% | 6167 |
|
|
2017
Q2 | $11K | Sell |
963
-1,420
| -60% | -$16.7K | ﹤0.01% | 6724 |
|
|
2017
Q1 | $28K | Buy |
2,383
+645
| +37% | +$7.63K | ﹤0.01% | 5916 |
|
|
2016
Q4 | $19K | Sell |
1,738
-2,597
| -60% | -$26.1K | ﹤0.01% | 6554 |
|
|
2016
Q3 | $43K | Buy |
4,335
+3,372
| +350% | +$33.5K | ﹤0.01% | 5638 |
|
|
2016
Q2 | $10K | Sell |
963
-1,941
| -67% | -$19.4K | ﹤0.01% | 6794 |
|
|
2016
Q1 | $28K | Buy |
+2,904
| New | +$28.5K | ﹤0.01% | 5946 |
|
|
2015
Q4 | – | Sell |
-1,716
| Closed | -$16K | – | 8558 |
|
|
2015
Q3 | $16K | Buy |
+1,716
| New | +$16.6K | ﹤0.01% | 6912 |
|
|
2015
Q2 | – | Sell |
-1,183
| Closed | -$11K | – | 8796 |
|
|
2015
Q1 | $11K | Buy |
1,183
+900
| +318% | +$8.74K | ﹤0.01% | 7568 |
|
|
2014
Q4 | $3K | Buy |
+283
| New | +$2.78K | ﹤0.01% | 9273 |
|
Other funds holding SSBI
MI
CSC
BFC
MCM
SM
UBS Group's SSBI Position: Q2 2026 in Review
UBS Group reduced its Summit State Bank (SSBI) stake by 96% in Q2 2026, selling an estimated $2.49K and leaving 8 shares worth $109. The position accounts for ﹤0.01% of the portfolio, ranked #10091.
UBS Group first reported a position in SSBI in Q4 2014 and has held it in 34 quarters since. The position peaked at $116K in Q2 2025. 22 funds tracked by Wall St. Rank hold SSBI as of Q2 2026.
- UBS Group held 8 shares of Summit State Bank worth $109 as of Q2 2026.
- UBS Group sold 183 Summit State Bank shares in Q2 2026, an estimated $2.49K.
- Summit State Bank made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #10091 holding.
- UBS Group first reported a position in Summit State Bank in Q4 2014 and has held it in 34 quarters since.
- UBS Group's Summit State Bank position peaked at $116K in Q2 2025.
- 22 funds tracked by Wall St. Rank held Summit State Bank as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.