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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
Q1 		$167K Hold
12,470
– – ﹤0.01% 880
2025
Q4 		$145K Buy
+12,470
New +$141K ﹤0.01% 989

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BFC
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MCM
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SM
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DSC
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s SSBI Position: Q1 2026 in Review

Wealthspire Advisors (New York) held its Summit State Bank (SSBI) position steady in Q1 2026 at 12,470 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Wealthspire Advisors (New York) first reported a position in SSBI in Q4 2025 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold SSBI as of Q1 2026.

  • Wealthspire Advisors (New York) held 12,470 shares of Summit State Bank worth $167K as of Q1 2026.
  • Wealthspire Advisors (New York) left its Summit State Bank share count unchanged in Q1 2026.
  • Summit State Bank made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #880 holding.
  • Wealthspire Advisors (New York) first reported a position in Summit State Bank in Q4 2025 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held Summit State Bank as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.