SUMMIT ST BK SANTA ROSA CALI COM is a security (CUSIP 866264203) tracked across SEC portfolio filings. 24 institutional managers reported $21.7M on Form 13F as of 2026-06-30; 3 registered fund positions totaling $733K via N-PORT as of 2026-04-30.
Showing 15 of 24 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | NASHVILLE, TN | $5.2M | 443,943 |
| CALDWELL SUTTER CAPITAL, INC. | SAUSALITO, CA | $4.7M | 349,284 |
| VANGUARD GROUP INC | Valley Forge, PA | $3.0M | 256,852 |
| BANC FUNDS CO LLC | CHICAGO, IL | $2.7M | 199,227 |
| MAI Capital Management | INDEPENDENCE, OH | $1.2M | 90,634 |
| SALZHAUER MICHAEL | NEW YORK, NY | $984K | 72,575 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $931K | 69,624 |
| GEODE CAPITAL MANAGEMENT, LLC | BOSTON, MA | $697K | 52,101 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | HOUSTON, TX | $385K | 28,820 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $275K | 20,556 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $217K | 16,220 |
| NORTHERN TRUST CORP | CHICAGO, IL | $200K | 14,945 |
| STATE STREET CORP | BOSTON, MA | $187K | 14,008 |
| BlackRock, Inc. | New York, NY | $186K | 13,883 |
| Creative Planning | Overland Park, KS | $184K | 13,750 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| VANGUARD EXTENDED MARKET INDEX FUND | VANGUARD INDEX FUNDS | $671K | 0.08% |
| U.S. MICRO CAP PORTFOLIO | DFA INVESTMENT DIMENSIONS GROUP INC | $47K | 0.06% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $15K | 0.00% |