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Summit State Bank shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory investment in Summit State Bank

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Summit State Bank by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $145k 13k 11.63

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding Summit State Bank

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

View all funds holding Summit State Bank