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Summit State Bank shares owned by Creative Planning

Quarter-by-quarter ownership of Summit State Bank (SSBI) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Summit State Bank

Tip: Access up to 7 years of quarterly data

All positions including Summit State Bank held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Summit State Bank by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $164k 14k 11.91
2025-06-30 $149k 14k 10.84
2025-03-31 $127k 14k 9.23
2024-12-31 $105k 14k 7.65
2024-09-30 $116k 14k 8.45

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View all positions for Creative Planning

Top funds holding Summit State Bank

M3F
Caldwell Sutter Capital
Banc Funds Company
Vanguard Group
Alliancebernstein
Salzhauer Michael
MAI Wealth Advisors
Dimensional Fund Advisors
Geode Capital Management
Bridgeway Capital Management
Stifel Financial
State Street Corporation
Susquehanna International
Creative Planning
Northern Trust

View all funds holding Summit State Bank