Vault-13

SUMMIT ST BK SANTA ROSA CALI SSBI

COM · Common Stock · CUSIP 866264203

24 institutional holders -2 vs Q1 2026
2,149,9932.1m shares reported held*
$29.0mreported value*
2 new 6 added 5 reduced 4 sold out net bought ≈ $549.5k (+40.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $13.51.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 21Q4 22: 23Q1 23: 22Q2 23: 24Q3 23: 21Q4 23: 22Q1 24: 20Q2 24: 19Q3 24: 19Q4 24: 23Q1 25: 20Q2 25: 20Q3 25: 23Q4 25: 26Q1 26: 26Q2 26: 2424Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202221
Q4 202223
Q1 202322
Q2 202324
Q3 202321
Q4 202322
Q1 202420
Q2 202419
Q3 202419
Q4 202423
Q1 202520
Q2 202520
Q3 202523
Q4 202526
Q1 202626
Q2 202624

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 7 bought or addedQ3 24: 6 cut or sold outQ4 24: 13 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 5 bought or addedQ1 25: 10 cut or sold outQ2 25: 8 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 7 bought or addedQ3 25: 9 cut or sold outQ4 25: 5 bought or addedQ4 25: 13 cut or sold outQ4 25Q1 26: 10 bought or addedQ1 26: 3 cut or sold outQ2 26: 8 bought or addedQ2 26: 9 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202476
Q4 2024131
Q1 2025510
Q2 202583
Q3 202579
Q4 2025513
Q1 2026103
Q2 202689

Biggest buyers

ALLIANCEBERNSTEIN L.P. Added +109,689+109.7k
BlackRock, Inc. Added +5,347+5.3k
VANGUARD FIDUCIARY TRUST CO Added +3,905+3.9k
CALDWELL SUTTER CAPITAL, INC. Added +2,221+2.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +1,606+1.6k
RENAISSANCE TECHNOLOGIES LLC Added +300+300
FMR LLC New +22+22
BARCLAYS PLC New +3+3

Biggest sellers

Daytona Street Capital LLC Sold out -49,095-49.1k
NORTHERN TRUST CORP Sold out -14,945-14.9k
CITADEL ADVISORS LLC Sold out -12,885-12.9k
BANC FUNDS CO LLC Reduced -3,600-3.6k
JPMORGAN CHASE & CO Sold out -938-938
GEODE CAPITAL MANAGEMENT, LLC Reduced -587-587
VANGUARD CAPITAL MANAGEMENT LLC Reduced -186-186
UBS Group AG Reduced -183-183
STATE STREET CORP Reduced -150-150

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 553,632553.6k $7.4m $7.4m 0.00% Added +109.7k +109,689
2 M3F, Inc. 1.14% of their portfolio SALT LAKE CITY, UT 354,229354.2k $4.8m $4.8m 1.14% Unchanged
3 CALDWELL SUTTER CAPITAL, INC. 1.79% of their portfolio SAUSALITO, CA 349,284349.3k $4.7m $4.7m 1.79% Added +2.2k +2,221
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 229,146229.1k $3.1m $3.1m 0.00% Reduced -186 -186
5 BANC FUNDS CO LLC 0.44% of their portfolio CHICAGO, IL 195,627195.6k $2.7m $2.7m 0.44% Reduced -3.6k -3,600
6 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 90,63490.6k $1.2m $1.2m 0.00% Unchanged
7 SALZHAUER MICHAEL 0.36% of their portfolio NEW YORK, NY 72,57572.6k $984.1k $984.1k 0.36% Unchanged
8 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 69,62469.6k $944.1k $944.1k 0.00% Unchanged
9 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 51,51451.5k $698.7k $698.7k 0.00% Reduced -587 -587
10 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 30,30930.3k $411.0k $411.0k 0.00% Added +3.9k +3,905
11 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio HOUSTON, TX 28,82028.8k $390.8k $390.8k 0.01% Unchanged
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,16222.2k $300.5k $300.5k 0.00% Added +1.6k +1,606
13 BlackRock, Inc. 0.00% of their portfolio New York, NY 19,23019.2k $260.8k $260.8k 0.00% Added +5.3k +5,347
14 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 16,22016.2k $219.9k $219.9k 0.00% Unchanged
15 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 13,85813.9k $187.9k $187.9k 0.00% Reduced -150 -150
16 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 13,75013.8k $186.4k $186.4k 0.00% Unchanged
17 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 12,89012.9k $174.8k $174.8k 0.00% Added +300 +300
18 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 12,47012.5k $169.1k $169.1k 0.00% Unchanged
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 11,97012.0k $162.3k $162.3k 0.00% Unchanged
20 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 2,0162.0k $27.3k $27.3k 0.00% Unchanged
21 FMR LLC 0.00% of their portfolio BOSTON, MA 2222 $299 $299 0.00% New
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 88 $109 $109 0.00% Reduced -183 -183
23 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 33 $41 $41 0.00% New
24 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $3 $3 0.00% Unchanged