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Van Hulzen Asset Management’s Summit State Bank SSBI Stock Holding History

Van Hulzen Asset Management’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
2025
Q1 		– Sell
-4,813
Closed -$36.8K – 1003
2024
Q4 		$36.8K Buy
+4,813
New +$35.2K ﹤0.01% 567

Other funds holding SSBI

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Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 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
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Van Hulzen Asset Management's SSBI Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Summit State Bank (SSBI) in Q1 2025, closing a stake of 4,813 shares — an estimated $36.8K sold.

Van Hulzen Asset Management first reported a position in SSBI in Q4 2024 and held it in 1 quarter. The position peaked at $36.8K in Q4 2024. 18 funds tracked by Wall St. Rank hold SSBI as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Summit State Bank position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 4,813 Summit State Bank shares in Q1 2025, an estimated $36.8K.
  • Van Hulzen Asset Management first reported a position in Summit State Bank in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Summit State Bank position peaked at $36.8K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Summit State Bank as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.