Financial Services » Banking | Summit State Bank

Summit State Bank | Mutual Funds

Mutual Funds that own Summit State Bank

Name
Shares Held
% Shares Out
Change In Shares
% of Assets
As of Date
Vanguard Total Stock Market Index Fund
126,542
2.13%
0
0%
07/31/2018
Clearwater Small Companies Fund
25,038
0.42%
-6,107
0.1%
03/31/2018
Bridgeway Ultra Small Company Market Fund
17,200
0.28%
0
0.06%
12/31/2017
DFA US Core Equity 2 Portfolio
13,468
0.23%
3,042
0%
04/30/2018
DFA US Small Cap Value Portfolio
10,697
0.18%
0
0%
04/30/2018
Vanguard Extended Market Index Fund
7,554
0.13%
197
0%
07/31/2018
Bridgeway Omni Tax Managed Small Cap Value Fund
6,250
0.11%
0
0.01%
12/31/2017
DFA US Core Equity 1 Portfolio
5,859
0.1%
1,000
0%
04/30/2018
DFA US Vector Equity Portfolio
3,570
0.06%
0
0%
04/30/2018
DFA US Targeted Value Portfolio
3,401
0.06%
0
0%
04/30/2018

About Summit State Bank

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Address
500 Bicentennial Way
Santa Rosa California 95403
United States
Employees -
Website http://www.summitstatebank.com
Updated 07/08/2019
Summit State Bank (California)is a state chartered commercial bank. It provides an array of financial services to small & medium-sized businesses, their owners & employees, entrepreneurs, high net worth families, foundations, estates and individual consumers. The firm specializes in business services, personal accounts, nonprofit programs, and mobile banking ranging from lending.