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Wealthspire Advisors (New York)’s Summit State Bank SSBI Stock Holding History

Wealthspire Advisors (New York)’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 		$169K Hold
12,470
– – ﹤0.01% 1195
2026
Q1 		$167K Hold
12,470
– – ﹤0.01% 880
2025
Q4 		$145K Buy
+12,470
New +$141K ﹤0.01% 989

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CSC
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Vanguard Capital Management
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BFC
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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

Wealthspire Advisors (New York)'s SSBI Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Summit State Bank (SSBI) position steady in Q2 2026 at 12,470 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Wealthspire Advisors (New York) first reported a position in SSBI in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold SSBI as of Q2 2026.

  • Wealthspire Advisors (New York) held 12,470 shares of Summit State Bank worth $169K as of Q2 2026.
  • Wealthspire Advisors (New York) left its Summit State Bank share count unchanged in Q2 2026.
  • Summit State Bank made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1195 holding.
  • Wealthspire Advisors (New York) first reported a position in Summit State Bank in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Summit State Bank as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.