Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Summit St Bk Santa Rosa Cali (SSBI)

24 + Investors. Track Smart Money conviction in SSBI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
71%

Smart Money Signals — SSBI

Based on 24 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SSBI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
24 funds currently hold this stock — 92% of the 3.0-year high of 26 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+26% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 71% buying

12 buying5 selling
Last quarter: 12 funds were net buyers (2 opened a brand new position + 10 added to an existing one). Only 5 were sellers (1 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 4 → 5 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 17% medium ■ 25% new
14 out of 24 hedge funds have held SSBI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~2 new funds/quarter

0 → 0 → 4 → 5 → 2 new funds/Q
New funds entering each quarter: 0 → 4 → 5 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 25% newcomers

■ 58% veterans ■ 17% 1-2yr ■ 25% new
Entry-cohort mix of 24 holders: 14 (58%) are 2+ year veterans, 4 entered 1–2 years ago, and 6 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
10 of 23 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SSBI

In 2026 Q1, 12 hedge funds were net buyers of SSBI (2 opened a new position, 10 added to an existing one), while 5 reduced or exited (1 trimmed, 4 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. 35% of total institutional value in SSBI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 24.

Hedge Fund Ownership: SSBI

How many hedge funds hold SSBI — quarterly history vs. share price
Quarterly hedge fund ownership of SSBI vs. share price

Market Analysis: SSBI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SSBI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Summit St Bk Santa Rosa Cali (SSBI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SSBI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 87d ago
SSBI
+0.7%
XLF
+9.2%

SSBI outperformed XLF by -8.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
SSBI
-0.3%
XLF
+5.5%

Since the filing became public, SSBI outperformed XLF by -5.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: SSBI
24 + Investors

Track Smart Money conviction in SSBI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 24 26 -7.69%
13F Shares 2M 2M 5.34%
Total Value $23M $24M -2.59%
New Positions 2 5 -3
Increased Positions 10 1 +9
Closed Positions 4 1 +3
Reduced Positions 1 10 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SSBI

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

24 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SSBI. Verified SEC 13F-HR filings.

QUARTER:
Top 19 SSBI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Caldwell Sutter Capital, INC. 1.89% 347,063 $4.6M
2 Daytona Street Capital LLC 0.74% 49,095 $955K
3 Banc Funds Co LLC 0.50% 199,227 $2.7M
4 Salzhauer Michael 0.46% 72,575 $970K
5 Bridgeway Capital Management, LLC 0.01% 28,820 $385K
6 MAI Capital Management 0.01% 90,634 $1.2M
7 Alliancebernstein L.P. 0.00% 443,943 $5.2M
8 Wealthspire Advisors, LLC 0.00% 12,470 $167K
9 Renaissance Technologies LLC 0.00% 12,590 $168K
10 Stifel Financial Corp 0.00% 16,220 $217K
11 Creative Planning 0.00% 13,750 $184K
12 Vanguard Fiduciary Trust Co 0.00% 26,404 $353K
13 Vanguard Capital Management LLC 0.00% 229,332 $3.1M
14 Susquehanna International Group, LLP 0.00% 20,556 $275K
15 Citadel Advisors LLC 0.00% 12,885 $172K
16 Morgan Stanley 0.00% 11,970 $160K
17 BlackRock, Inc. 0.00% 13,883 $186K
18 UBS Group AG 0.00% 191 $3K
19 Wells Fargo & Company/Mn 0.00% — —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Summit St Bk Santa Rosa Cali (SSBI)

What does the Smart Money Trend signal show for SSBI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SSBI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SSBI?

More buyers than sellers — 71% buying: Last quarter: 12 funds were net buyers (2 opened a brand new position + 10 added to an existing one). Only 5 were sellers (1 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SSBI holders?

Strong quality — 35% AUM from major funds: 10 of 23 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SSBI?

58% of holders stayed for 2+ years: 14 out of 24 hedge funds have held SSBI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Summit St Bk Santa Rosa Cali (SSBI) following the 2026 Q1 hedge fund 13F filings?

As of today, SSBI has moved -0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLF sector ETF — an outperformance of -5.8%. Since the quarter end (March 31, 2026), SSBI has gained +0.7% vs +9.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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