MCM
SSBI icon

MAI Capital Management’s Summit State Bank SSBI Stock Holding History

MAI Capital Management’s Portfolio SSBI Stock Details SSBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.23M Hold
90,634
– – ﹤0.01% 877
2026
Q1 		$1.21M Hold
90,634
– – 0.01% 708
2025
Q4 		$1.05M Sell
90,634
-1,000
-1% -$11.3K 0.01% 722
2025
Q3 		$1.09M Hold
91,634
– – 0.01% 671
2025
Q2 		$993K Hold
91,634
– – 0.01% 656
2025
Q1 		$846K Hold
91,634
– – 0.01% 669
2024
Q4 		$700K Hold
91,634
– – 0.01% 741
2024
Q3 		$774K Hold
91,634
– – 0.01% 630
2024
Q2 		$866K Hold
91,634
– – 0.01% 643
2024
Q1 		$994K Buy
+91,634
New +$1.02M 0.01% 583

Other funds holding SSBI

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

MAI Capital Management's SSBI Position: Q2 2026 in Review

MAI Capital Management held its Summit State Bank (SSBI) position steady in Q2 2026 at 90,634 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #877.

MAI Capital Management first reported a position in SSBI in Q1 2024 and has held it in 10 quarters since. 23 funds tracked by Wall St. Rank hold SSBI as of Q2 2026.

  • MAI Capital Management held 90,634 shares of Summit State Bank worth $1.23M as of Q2 2026.
  • MAI Capital Management left its Summit State Bank share count unchanged in Q2 2026.
  • Summit State Bank made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #877 holding.
  • MAI Capital Management first reported a position in Summit State Bank in Q1 2024 and has held it in 10 quarters since.
  • 23 funds tracked by Wall St. Rank held Summit State Bank as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.