13FBOX
SUMMIT BK GROUP INC · 13F Institutional Holdings
Options Calculator Rankings
S

SUMMIT BK GROUP INC

SSBI
Institutions
23
Combined AUM (Q2 2026)
$29.0M
Combined Shares (Q2 2026)
2.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+123,093
8 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-82,569
9 · 4 Exit · ≈
⚖️ Net
+40,524
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$29.0M
Institutions
23
New Buys
2
Adds
6
Reduces
5
Exits
4
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#7$7.4M553,632$5.2M443,943+109,689+24.71%Add
M3F, Inc.
1.14%1.17%#2$4.8M354,229$4.7M354,22900.00%Unchanged
CALDWELL SUTTER CAPITAL, INC.
1.79%1.89%#1$4.7M349,284$4.6M347,063+2,221+0.64%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#14$3.1M229,146$3.1M229,332-186-0.08%Reduce
BANC FUNDS CO LLC
0.44%0.5%#3$2.7M195,627$2.7M199,227-3,600-1.81%Reduce
MAI Capital Management
<0.01%0.01%#6$1.2M90,634$1.2M90,63400.00%Unchanged
SALZHAUER MICHAEL
0.28%0.46%#4$984,11972,575$970,33072,57500.00%Unchanged
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#11$944,10169,624$930,87269,62400.00%Unchanged
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#15$698,72751,514$696,77352,101-587-1.13%Reduce
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#13$410,99030,309$353,02126,404+3,905+14.79%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.01%0.01%#5$390,79928,820$385,32328,82000.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#16$300,51722,162$274,83420,556+1,606+7.81%Add
BlackRock, Inc.
<0.01%<0.01%#20$260,75919,230$185,61613,883+5,347+38.51%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#10$219,94316,220$216,86116,22000.00%Unchanged
STATE STREET CORP
<0.01%<0.01%#19$187,91413,858$187,28714,008-150-1.07%Reduce
Creative Planning
<0.01%<0.01%#12$186,45013,750$183,83813,75000.00%Unchanged
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#9$174,78812,890$168,32812,590+300+2.38%Add
Wealthspire Advisors, LLC
<0.01%<0.01%#8$169,09412,470$166,72412,47000.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#18$162,31911,970$142,57311,97000.00%Unchanged
Vanguard Global Advisers, LLC
<0.01%<0.01%#17$27,3372,016$26,9542,01600.00%Unchanged
FMR LLC
<0.01%#21$29922$00+22New Buy
UBS Group AG
<0.01%<0.01%#21$1098$2,553191-183-95.81%Reduce
BARCLAYS PLC
<0.01%#23$413$00+3New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow