Vanguard Group
SSBI icon

Vanguard Group’s Summit State Bank SSBI Stock Holding History

Vanguard Group’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
Q4 		$2.99M Sell
256,852
-10,870
-4% -$123K ﹤0.01% 3433
2025
Q3 		$3.19M Sell
267,722
-4,372
-2% -$51.6K ﹤0.01% 3426
2025
Q2 		$2.95M Sell
272,094
-5,830
-2% -$54K ﹤0.01% 3390
2025
Q1 		$2.57M Hold
277,924
– – ﹤0.01% 3405
2024
Q4 		$2.12M Hold
277,924
– – ﹤0.01% 3546
2024
Q3 		$2.35M Hold
277,924
– – ﹤0.01% 3506
2024
Q2 		$2.63M Hold
277,924
– – ﹤0.01% 3475
2024
Q1 		$3.02M Hold
277,924
– – ﹤0.01% 3459
2023
Q4 		$3.42M Hold
277,924
– – ﹤0.01% 3423
2023
Q3 		$4.46M Hold
277,924
– – ﹤0.01% 3301
2023
Q2 		$4.2M Hold
277,924
– – ﹤0.01% 3390
2023
Q1 		$3.85M Buy
277,924
+6,230
+2% +$96.2K ﹤0.01% 3422
2022
Q4 		$4.29M Sell
271,694
-1,803
-0.7% -$28.1K ﹤0.01% 3378
2022
Q3 		$3.97M Sell
273,497
-157
-0.1% -$2.38K ﹤0.01% 3435
2022
Q2 		$4.17M Sell
273,654
-1,401
-0.5% -$22.1K ﹤0.01% 3474
2022
Q1 		$4.7M Sell
275,055
-1,871
-0.7% -$30.4K ﹤0.01% 3559
2021
Q4 		$4.29M Sell
276,926
-9,010
-3% -$148K ﹤0.01% 3694
2021
Q3 		$5.15M Hold
285,936
– – ﹤0.01% 3640
2021
Q2 		$4.04M Sell
285,936
-53,288
-16% -$771K ﹤0.01% 3696
2021
Q1 		$5.03M Buy
339,224
+227,023
+202% +$3.2M ﹤0.01% 3529
2020
Q4 		$1.38M Buy
112,201
+14,182
+14% +$162K ﹤0.01% 3749
2020
Q3 		$993K Buy
98,019
+1,320
+1% +$11.9K ﹤0.01% 3659
2020
Q2 		$788K Buy
96,699
+8,259
+9% +$69.9K ﹤0.01% 3667
2020
Q1 		$642K Hold
88,440
– – ﹤0.01% 3616
2019
Q4 		$1.04M Hold
88,440
– – ﹤0.01% 3628
2019
Q3 		$946K Hold
88,440
– – ﹤0.01% 3666
2019
Q2 		$884K Sell
88,440
-25,598
-22% -$265K ﹤0.01% 3707
2019
Q1 		$1.2M Sell
114,038
-22,350
-16% -$244K ﹤0.01% 3578
2018
Q4 		$1.46M Sell
136,388
-13,982
-9% -$164K ﹤0.01% 3457
2018
Q3 		$2.1M Buy
150,370
+217
+0.1% +$3.08K ﹤0.01% 3509
2018
Q2 		$2.11M Buy
150,153
+3,666
+3% +$50K ﹤0.01% 3482
2018
Q1 		$1.78M Buy
146,487
+4,206
+3% +$50.5K ﹤0.01% 3499
2017
Q4 		$1.66M Buy
142,281
+1,391
+1% +$15.9K ﹤0.01% 3482
2017
Q3 		$1.59M Hold
140,890
– – ﹤0.01% 3469
2017
Q2 		$1.67M Buy
140,890
+319
+0.2% +$3.76K ﹤0.01% 3436
2017
Q1 		$1.66M Sell
140,571
-1
-0% -$12 ﹤0.01% 3435
2016
Q4 		$1.53M Sell
140,572
-2,154
-2% -$21.7K ﹤0.01% 3449
2016
Q3 		$1.41M Sell
142,726
-4,812
-3% -$47.7K ﹤0.01% 3490
2016
Q2 		$1.44M Buy
147,538
+118,021
+400% +$1.18M ﹤0.01% 3487
2016
Q1 		$293K Buy
29,517
+137
+0.5% +$1.35K ﹤0.01% 3888
2015
Q4 		$292K Hold
29,380
– – ﹤0.01% 3945
2015
Q3 		$280K Hold
29,380
– – ﹤0.01% 3979
2015
Q2 		$280K Hold
29,380
– – ﹤0.01% 3984
2015
Q1 		$284K Buy
29,380
+1,375
+5% +$13.3K ﹤0.01% 3940
2014
Q4 		$279K Buy
28,005
+825
+3% +$8.09K ﹤0.01% 3847
2014
Q3 		$257K Buy
27,180
+1,375
+5% +$13K ﹤0.01% 3857
2014
Q2 		$247K Buy
25,805
+363
+1% +$2.97K ﹤0.01% 3825
2014
Q1 		$202K Buy
25,442
+11,358
+81% +$89K ﹤0.01% 3820
2013
Q4 		$108K Buy
+14,084
New +$102K ﹤0.01% 3827

Other funds holding SSBI

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Vanguard Group's SSBI Position: Q4 2025 in Review

Vanguard Group reduced its Summit State Bank (SSBI) stake by 4.1% in Q4 2025, selling an estimated $123K and leaving 256,852 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #3433.

Vanguard Group first reported a position in SSBI in Q4 2013 and has held it in 49 quarters since. The position peaked at $5.15M in Q3 2021. 25 funds tracked by Wall St. Rank hold SSBI as of Q4 2025.

  • Vanguard Group held 256,852 shares of Summit State Bank worth $2.99M as of Q4 2025.
  • Vanguard Group sold 10,870 Summit State Bank shares in Q4 2025, an estimated $123K.
  • Summit State Bank made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3433 holding.
  • Vanguard Group first reported a position in Summit State Bank in Q4 2013 and has held it in 49 quarters since.
  • Vanguard Group's Summit State Bank position peaked at $5.15M in Q3 2021.
  • 25 funds tracked by Wall St. Rank held Summit State Bank as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.