CUSIP 866264203
SUMMIT ST BK SANTA ROSA CALI
43 institutions · $22.0M total · 2,209,851 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CALDWELL SUTTER CAPITAL, INC. | 346,813 | $4.0M | 15.69% | 2025-12-31 |
| 2 | ALLIANCEBERNSTEIN L.P. | 334,464 | $3.9M | 15.13% | 2025-12-31 |
| 3 | VANGUARD GROUP INC | 228,432 | $2.7M | 10.33% | 2025-12-31 |
| 4 | BANC FUNDS CO LLC | 193,227 | $2.2M | 8.74% | 2025-12-31 |
| 5 | Traverso Chambers Private Wealth Management, LLC | 88,065 | $1.5M | 3.98% | 2023-12-31 |
| 6 | SALZHAUER MICHAEL | 92,499 | $1.1M | 4.18% | 2025-12-31 |
| 7 | MAI Capital Management | 90,634 | $1.1M | 4.10% | 2025-12-31 |
| 8 | Daytona Street Capital LLC | 49,095 | $883.2K | 2.22% | 2025-12-31 |
| 9 | DIMENSIONAL FUND ADVISORS LP | 64,866 | $754.4K | 2.93% | 2025-12-31 |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 42,231 | $491.3K | 1.91% | 2025-12-31 |
| 11 | BHZ CAPITAL MANAGEMENT, LP | 27,700 | $384.2K | 1.25% | 2023-06-30 |
| 12 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 28,820 | $335.2K | 1.30% | 2025-12-31 |
| 13 | Empowered Funds, LLC | 19,217 | $316.5K | 0.86% | 2023-12-31 |
| 14 | Bank of New York Mellon Corp | 17,353 | $278.4K | 0.78% | 2023-12-31 |
| 15 | EA Series Trust | 17,637 | $266.5K | 0.79% | 2023-09-30 |
| 16 | STIFEL FINANCIAL CORP | 16,220 | $188.6K | 0.73% | 2025-12-31 |
| 17 | STATE STREET CORP | 14,008 | $162.9K | 0.63% | 2025-12-31 |
| 18 | Creative Planning | 13,750 | $159.9K | 0.62% | 2025-12-31 |
| 19 | Wealthspire Advisors, LLC | 12,470 | $145.0K | 0.56% | 2025-12-31 |
| 20 | RENAISSANCE TECHNOLOGIES LLC | 12,390 | $144.1K | 0.56% | 2025-12-31 |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,206 | $142.0K | 0.55% | 2025-12-31 |
| 22 | MORGAN STANLEY | 11,969 | $139.2K | 0.54% | 2025-12-31 |
| 23 | CITADEL ADVISORS LLC | 11,628 | $135.2K | 0.52% | 2025-12-31 |
| 24 | BlackRock, Inc. | 11,290 | $131.3K | 0.51% | 2025-12-31 |
| 25 | BlackRock Inc. | 12,298 | $116.2K | 0.55% | 2024-06-30 |
| 26 | TWO SIGMA SECURITIES, LLC | 11,603 | $88.8K | 0.52% | 2024-12-31 |
| 27 | NORTHERN TRUST CORP | 7,601 | $88.4K | 0.34% | 2025-12-31 |
| 28 | ADVISOR GROUP HOLDINGS, INC. | 7,400 | $80.3K | 0.33% | 2024-03-31 |
| 29 | NewEdge Advisors, LLC | 4,042 | $63.9K | 0.18% | 2023-03-31 |
| 30 | Van Hulzen Asset Management, LLC | 4,813 | $36.8K | 0.21% | 2024-12-31 |
| 31 | JPMORGAN CHASE & CO | 938 | $10.9K | 0.04% | 2025-12-31 |
| 32 | Tower Research Capital LLC (TRC) | 552 | $4.2K | 0.02% | 2024-12-31 |
| 33 | M3F, Inc. | 354,229 | $4.1K | 16.02% | 2025-12-31 |
| 34 | Benedetti & Gucer, Inc. | 45,321 | $492 | 2.05% | 2024-03-31 |
| 35 | BANK OF AMERICA CORP /DE/ | 6 | $71 | 0.00% | 2025-12-31 |
| 36 | UBS Group AG | 6 | $70 | 0.00% | 2025-12-31 |
| 37 | JAMES INVESTMENT RESEARCH INC | 4,042 | $56 | 0.18% | 2023-06-30 |
| 38 | SBI Securities Co., Ltd. | 1 | $12 | 0.00% | 2025-09-30 |
| 39 | CITIGROUP INC | 1 | $12 | 0.00% | 2025-12-31 |
| 40 | WELLS FARGO & COMPANY/MN | 0 | $3 | 0.00% | 2025-12-31 |
| 41 | Capital Advisors, Ltd. LLC | 9 | $0 | 0.00% | 2023-12-31 |
| 42 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 43 | Royal Bank of Canada | 5 | $0 | 0.00% | 2025-09-30 |