Balboa Wealth Partners
SSD icon

Balboa Wealth Partners’s Simpson Manufacturing SSD Stock Holding History

Balboa Wealth Partners’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 		$288K Sell
1,688
-121
-7% -$22.5K 0.04% 352
2026
Q2 		$379K Sell
1,809
-409
-18% -$76.5K 0.05% 291
2026
Q1 		$381K Sell
2,218
-9
-0.4% -$1.66K 0.06% 249
2025
Q4 		$360K Sell
2,227
-136
-6% -$23K 0.06% 244
2025
Q3 		$396K Sell
2,363
-128
-5% -$22.9K 0.07% 220
2025
Q2 		$387K Sell
2,491
-221
-8% -$34.2K 0.08% 198
2025
Q1 		$426K Hold
2,712
– – 0.1% 145
2024
Q4 		$450K Hold
2,712
– – 0.1% 153
2024
Q3 		$519K Sell
2,712
-396
-13% -$71.1K 0.13% 139
2024
Q2 		$524K Hold
3,108
– – 0.14% 131
2024
Q1 		$638K Sell
3,108
-14
-0.4% -$2.71K 0.19% 102
2023
Q4 		$618K Sell
3,122
-95
-3% -$15.1K 0.21% 95
2023
Q3 		$482K Sell
3,217
-5
-0.2% -$760 0.18% 105
2023
Q2 		$446K Sell
3,222
-150
-4% -$18.4K 0.16% 122
2023
Q1 		$370K Buy
3,372
+142
+4% +$14.9K 0.14% 136
2022
Q4 		$286K Buy
3,230
+56
+2% +$4.89K 0.13% 162
2022
Q3 		$249K Buy
+3,174
New +$307K 0.11% 166

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Ranger Investment Management
Ranger Investment Management Dallas, Texas $1.07B AUM 31.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Balboa Wealth Partners's SSD Position: Q3 2026 in Review

Balboa Wealth Partners reduced its Simpson Manufacturing (SSD) stake by 6.7% in Q3 2026, selling an estimated $22.5K and leaving 1,688 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #352.

Balboa Wealth Partners first reported a position in SSD in Q3 2022 and has held it in 17 quarters since. The position peaked at $638K in Q1 2024. 210 funds tracked by Wall St. Rank hold SSD as of Q3 2026.

  • Balboa Wealth Partners held 1,688 shares of Simpson Manufacturing worth $288K as of Q3 2026.
  • Balboa Wealth Partners sold 121 Simpson Manufacturing shares in Q3 2026, an estimated $22.5K.
  • Simpson Manufacturing made up 0.04% of Balboa Wealth Partners's portfolio in Q3 2026, its #352 holding.
  • Balboa Wealth Partners first reported a position in Simpson Manufacturing in Q3 2022 and has held it in 17 quarters since.
  • Balboa Wealth Partners's Simpson Manufacturing position peaked at $638K in Q1 2024.
  • 210 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.