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 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

Other funds holding SSD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Balboa Wealth Partners's SSD Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Simpson Manufacturing (SSD) stake by 18% in Q2 2026, selling an estimated $76.5K and leaving 1,809 shares worth $379K. The position accounts for 0.05% of the portfolio, ranked #291.

Balboa Wealth Partners first reported a position in SSD in Q3 2022 and has held it in 16 quarters since. The position peaked at $638K in Q1 2024. 487 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Balboa Wealth Partners held 1,809 shares of Simpson Manufacturing worth $379K as of Q2 2026.
Balboa Wealth Partners sold 409 Simpson Manufacturing shares in Q2 2026, an estimated $76.5K.
Simpson Manufacturing made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #291 holding.
Balboa Wealth Partners first reported a position in Simpson Manufacturing in Q3 2022 and has held it in 16 quarters since.
Balboa Wealth Partners's Simpson Manufacturing position peaked at $638K in Q1 2024.
487 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.