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Summit State Bank

18 hedge funds and large institutions have $19.6M invested in Summit State Bank in 2025 Q2 according to their latest regulatory filings, with funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
Increased
8
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFC
1
Banc Funds Company
Illinois
$4.17M -$480K -44,267 -10%
MI
2
M3F Inc
Utah
$3.83M +$557K +51,417 +17%
CSC
3
Caldwell Sutter Capital
California
$3.79M +$392K +36,160 +12%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.95M -$63.2K -5,830 -2%
SM
5
Salzhauer Michael
$1M -$38.5K -3,547 -4%
MCM
6
MAI Capital Management
Ohio
$993K
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$864K +$38K +3,501 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$600K +$7.12K +657 +1%
BCM
9
Bridgeway Capital Management
Texas
$312K
Citadel Advisors
10
Citadel Advisors
Florida
$229K +$24.1K +2,227 +12%
BlackRock
11
BlackRock
New York
$170K +$13.5K +1,248 +9%
Northern Trust
12
Northern Trust
Illinois
$165K
State Street
13
State Street
Massachusetts
$152K
Creative Planning
14
Creative Planning
Kansas
$149K
Morgan Stanley
15
Morgan Stanley
New York
$130K
UBS Group
16
UBS Group
Switzerland
$116K +$116K +10,738 +1,073,800%
Bank of America
17
Bank of America
North Carolina
$521 +$76 +7 +17%
SS
18
SBI Securities
Japan
$11
Wells Fargo
19
Wells Fargo
California
$3 -$1