Superior Planning, LLC’s Simpson Manufacturing SSD Stock Holding History

Superior Planning, LLC’s Portfolio SSD Stock Details SSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.4K	Buy	+55	New	+$10.2K	﹤0.01%	948

Other funds holding SSD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's SSD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Simpson Manufacturing (SSD) in Q3 2026: 55 shares worth $9.4K. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings.

310 funds tracked by Wall St. Rank hold SSD as of Q3 2026.

Superior Planning, LLC held 55 shares of Simpson Manufacturing worth $9.4K as of Q3 2026.
Simpson Manufacturing was a new Superior Planning, LLC position in Q3 2026.
Simpson Manufacturing made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #948 holding.
310 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.