As of the latest SEC filings, SUMMIT STATE BANK (SSBI) is held by 25 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $2,379,993.70 in market value, representing a significant portion of its portfolio.
Funds holding SUMMIT STATE BANK (SSBI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SSBI
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,379,993.70 | 178,010 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $671,000.19 | 50,187 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $299,146.16 | 22,888 | Feb 28, 2026 | Apr 24, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.02% | $280,770.00 | 21,000 | Mar 31, 2026 | May 21, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $203,692.50 | 14,814 | Apr 30, 2026 | Jun 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.01% | $166,296.06 | 12,438 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $140,208.75 | 10,197 | Apr 30, 2026 | Jun 24, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $115,087.50 | 8,370 | Apr 30, 2026 | Jun 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $112,598.05 | 8,615 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $111,650.00 | 8,120 | Apr 30, 2026 | Jun 29, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.09% | $104,553.40 | 7,820 | Mar 31, 2026 | May 21, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $88,496.97 | 6,771 | Feb 28, 2026 | Apr 24, 2026 |
|
DFVEX
U.S. VECTOR EQUITY PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $64,102.50 | 4,662 | Apr 30, 2026 | Jun 24, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $48,921.01 | 3,743 | Feb 28, 2026 | Apr 24, 2026 |
|
DFUEX
U.S. Social Core Equity 2 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $48,125.00 | 3,500 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $46,708.75 | 3,397 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $20,845.00 | 1,516 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $15,358.75 | 1,117 | Apr 30, 2026 | Jun 24, 2026 |
|
VBINX
VANGUARD BALANCED INDEX FUND
|
MF | Vanguard | 0.00% | $15,174.95 | 1,135 | Mar 31, 2026 | May 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $15,125.00 | 1,100 | Apr 30, 2026 | Jun 29, 2026 |
|
DCOR
Dimensional US Core Equity 1 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $14,767.50 | 1,074 | Apr 30, 2026 | Jun 29, 2026 |
|
DXUV
Dimensional US Vector Equity ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $14,038.75 | 1,021 | Apr 30, 2026 | Jun 29, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.01% | $12,795.09 | 957 | Mar 31, 2026 | May 26, 2026 |
|
DFSIX
U.S. Sustainability Core 1 Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $12,677.50 | 922 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSU
Dimensional US Sustainability Core 1 ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $7,658.75 | 557 | Apr 30, 2026 | Jun 29, 2026 |
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