AssetMark Inc
SSD icon

AssetMark Inc’s Simpson Manufacturing SSD Stock Holding History

AssetMark Inc’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
Q2 		$31.6K Sell
151
-5
-3% -$935 ﹤0.01% 2015
2026
Q1 		$26.8K Buy
156
+31
+25% +$5.71K ﹤0.01% 1954
2025
Q4 		$20.2K Sell
125
-16
-11% -$2.71K ﹤0.01% 1999
2025
Q3 		$23.6K Buy
141
+8
+6% +$1.43K ﹤0.01% 1871
2025
Q2 		$20.7K Sell
133
-15,493
-99% -$2.4M ﹤0.01% 1798
2025
Q1 		$2.45M Buy
15,626
+841
+6% +$138K 0.01% 666
2024
Q4 		$2.45M Buy
14,785
+917
+7% +$168K 0.01% 664
2024
Q3 		$2.65M Buy
13,868
+1,944
+16% +$349K 0.01% 592
2024
Q2 		$2.01M Buy
11,924
+1,438
+14% +$252K 0.01% 616
2024
Q1 		$2.15M Sell
10,486
-9,176
-47% -$1.78M 0.01% 569
2023
Q4 		$3.89M Buy
19,662
+2,075
+12% +$329K 0.01% 422
2023
Q3 		$2.63M Buy
17,587
+2,483
+16% +$378K 0.01% 460
2023
Q2 		$2.09M Sell
15,104
-4,193
-22% -$515K 0.01% 467
2023
Q1 		$2.12M Buy
19,297
+2,116
+12% +$222K 0.01% 439
2022
Q4 		$1.52M Buy
+17,181
New +$1.5M 0.01% 482
2018
Q1 		– Sell
-34
Closed -$2K – 1937
2017
Q4 		$2K Buy
34
+12
+55% +$664 ﹤0.01% 1486
2017
Q3 		$1K Buy
+22
New +$981 ﹤0.01% 1399

Other funds holding SSD

BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

AssetMark Inc's SSD Position: Q2 2026 in Review

AssetMark Inc reduced its Simpson Manufacturing (SSD) stake by 3.2% in Q2 2026, selling an estimated $935 and leaving 151 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

AssetMark Inc first reported a position in SSD in Q3 2017 and has held it in 17 quarters since. The position peaked at $3.89M in Q4 2023. 163 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • AssetMark Inc held 151 shares of Simpson Manufacturing worth $31.6K as of Q2 2026.
  • AssetMark Inc sold 5 Simpson Manufacturing shares in Q2 2026, an estimated $935.
  • Simpson Manufacturing made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2015 holding.
  • AssetMark Inc first reported a position in Simpson Manufacturing in Q3 2017 and has held it in 17 quarters since.
  • AssetMark Inc's Simpson Manufacturing position peaked at $3.89M in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.