MCM
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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
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 $309B AUM 23.92% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $130M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

MAI Capital Management's SSBI Position: Q1 2026 in Review

MAI Capital Management held its Summit State Bank (SSBI) position steady in Q1 2026 at 90,634 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #708.

MAI Capital Management first reported a position in SSBI in Q1 2024 and has held it in 9 quarters since. 25 funds tracked by Wall St. Rank hold SSBI as of Q1 2026.

  • MAI Capital Management held 90,634 shares of Summit State Bank worth $1.21M as of Q1 2026.
  • MAI Capital Management left its Summit State Bank share count unchanged in Q1 2026.
  • Summit State Bank made up 0.01% of MAI Capital Management's portfolio in Q1 2026, its #708 holding.
  • MAI Capital Management first reported a position in Summit State Bank in Q1 2024 and has held it in 9 quarters since.
  • 25 funds tracked by Wall St. Rank held Summit State Bank as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.