Berkeley Inc’s Simpson Manufacturing SSD Stock Holding History

Berkeley 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 Q3	$6.42M	Sell	37,595 -133	-0.4%	-$24.7K	1.98%	21
2026 Q2	$7.9M	Sell	37,728 -68	-0.2%	-$12.7K	2.48%	15
2026 Q1	$6.49M	Sell	37,796 -985	-3%	-$182K	2.18%	18
2025 Q4	$6.26M	Buy	38,781 +749	+2%	+$127K	1.99%	21
2025 Q3	$6.37M	Sell	38,032 -4,217	-10%	-$755K	2.05%	22
2025 Q2	$6.56M	Buy	42,249 +12,109	+40%	+$1.88M	2.36%	15
2025 Q1	$4.73M	Buy	30,140 +5,321	+21%	+$874K	2.22%	15
2024 Q4	$4.12M	Buy	+24,819	New	+$4.55M	2.13%	18

Other funds holding SSD

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return

Berkeley Inc's SSD Position: Q3 2026 in Review

Berkeley Inc reduced its Simpson Manufacturing (SSD) stake by 0.35% in Q3 2026, selling an estimated $24.7K and leaving 37,595 shares worth $6.42M. The position accounts for 1.98% of the portfolio, ranked #21.

Berkeley Inc first reported a position in SSD in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.9M in Q2 2026. 55 funds tracked by Wall St. Rank hold SSD as of Q3 2026.

Berkeley Inc held 37,595 shares of Simpson Manufacturing worth $6.42M as of Q3 2026.
Berkeley Inc sold 133 Simpson Manufacturing shares in Q3 2026, an estimated $24.7K.
Simpson Manufacturing made up 1.98% of Berkeley Inc's portfolio in Q3 2026, its #21 holding.
Berkeley Inc first reported a position in Simpson Manufacturing in Q4 2024 and has held it in 8 quarters since.
Berkeley Inc's Simpson Manufacturing position peaked at $7.9M in Q2 2026.
55 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2026.

Based on Berkeley Inc's 13F filing for Q3 2026, filed 20 Oct 2026.