Summit State Bank shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Summit State Bank (SSBI) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Summit State Bank
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All positions including Summit State Bank held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Summit State Bank by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 92k | 11.91 |
| 2025-06-30 | $993k | 92k | 10.84 |
| 2025-03-31 | $846k | 92k | 9.23 |
| 2024-12-31 | $700k | 92k | 7.64 |
| 2024-09-30 | $774k | 92k | 8.45 |
| 2024-06-30 | $866k | 92k | 9.45 |
| 2024-03-31 | $994k | 92k | 10.85 |