# SUMMIT ST BK SANTA ROSA CALI COM

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.

## Summary

- Issuer: SUMMIT ST BK SANTA ROSA CALI
- Class: COM
- CUSIP: 866264203
- Asset category: EC
- 13F holders: 24
- 13F value: $21.7M
- 13F period: 2026-06-30
- N-PORT fund positions: 3
- N-PORT value: $733K
- N-PORT report: 2026-04-30

## Top institutional holders (Form 13F)

_Showing 15 of 24 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [ALLIANCEBERNSTEIN L.P.](https://search.stillhousedata.com/firm/108477) | NASHVILLE, TN | $5.2M | 443,943 |
| [CALDWELL SUTTER CAPITAL, INC.](https://search.stillhousedata.com/firm/10489) | SAUSALITO, CA | $4.7M | 349,284 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | 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](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $697K | 52,101 |
| [BRIDGEWAY CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111441) | 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](https://search.stillhousedata.com/firm/105348) | Overland Park, KS | $184K | 13,750 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $671K | 0.08% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $47K | 0.06% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $15K | 0.00% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/866264203.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.