SUMMIT ST BK SANTA ROSA CALI

Ticker: SSBI CUSIP: 866264203 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (4)

Wealthspire Advisors, LLC
Value ($000) $145 Shares 12,470
RENAISSANCE TECHNOLOGIES LLC
Value ($000) $144 Shares 12,390
CITADEL ADVISORS LLC
Value ($000) $135 Shares 11,628
CITIGROUP INC
Value ($000) $0 Shares 1

Increased Positions (1)

ALLIANCEBERNSTEIN L.P.
Value ($000) $3,890 (+245.6%) Shares 334,464 (+253.9%)

Decreased Positions (8)

BANC FUNDS CO LLC
Value ($000) $2,247 (-41.6%) Shares 193,227 (-40.2%)
VANGUARD GROUP INC
Value ($000) $2,987 (-6.3%) Shares 256,852 (-4.1%)
UBS Group AG
Value ($000) $0 (-99.9%) Shares 7 (-99.9%)
DIMENSIONAL FUND ADVISORS LP
Value ($000) $810 (-10.3%) Shares 69,624 (-8.1%)
SUSQUEHANNA INTERNATIONAL GROUP, LLP
Value ($000) $142 (-14.7%) Shares 12,206 (-12.7%)
MAI Capital Management
Value ($000) $1,054 (-3.4%) Shares 90,634 (-1.1%)
GEODE CAPITAL MANAGEMENT, LLC
Value ($000) $605 (-4.0%) Shares 52,046 (-1.7%)
BlackRock, Inc.
Value ($000) $146 (-5.6%) Shares 12,567 (-3.3%)

Exited Positions (2)

SBI Securities Co., Ltd.
Value ($000) $0 Shares 1
ROYAL BANK OF CANADA
Value ($000) $0 Shares 5