CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Simpson Manufacturing SSD Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$1.18M Sell
6,890
-348
-5% -$64.2K ﹤0.01% 1516
2025
Q4 		$1.17M Sell
7,238
-23,724
-77% -$4.01M ﹤0.01% 1404
2025
Q3 		$5.18M Sell
30,962
-2,240
-7% -$401K 0.01% 638
2025
Q2 		$5.16M Buy
33,202
+5,810
+21% +$900K 0.01% 614
2025
Q1 		$4.3M Buy
27,392
+7,911
+41% +$1.3M 0.01% 627
2024
Q4 		$3.23M Buy
19,481
+14,435
+286% +$2.64M 0.01% 679
2024
Q3 		$965K Buy
5,046
+494
+11% +$88.7K ﹤0.01% 1207
2024
Q2 		$767K Buy
4,552
+672
+17% +$118K ﹤0.01% 1292
2024
Q1 		$796K Sell
3,880
-2,618
-40% -$507K ﹤0.01% 1246
2023
Q4 		$1.29M Buy
6,498
+309
+5% +$49K ﹤0.01% 1122
2023
Q3 		$927K Buy
6,189
+2,244
+57% +$341K ﹤0.01% 1250
2023
Q2 		$546K Sell
3,945
-15
-0.4% -$1.84K ﹤0.01% 1573
2023
Q1 		$434K Buy
3,960
+14
+0.4% +$1.47K ﹤0.01% 1480
2022
Q4 		$350K Buy
3,946
+488
+14% +$42.6K ﹤0.01% 1545
2022
Q3 		$271K Buy
3,458
+7
+0.2% +$677 ﹤0.01% 1615
2022
Q2 		$347K Sell
3,451
-349
-9% -$36.2K ﹤0.01% 1338
2022
Q1 		$414K Buy
3,800
+1,286
+51% +$152K ﹤0.01% 1242
2021
Q4 		$350K Sell
2,514
-319
-11% -$38.5K ﹤0.01% 1307
2021
Q3 		$303K Buy
2,833
+1,570
+124% +$174K ﹤0.01% 1299
2021
Q2 		$140K Sell
1,263
-20
-2% -$2.21K ﹤0.01% 1780
2021
Q1 		$133K Buy
1,283
+442
+53% +$44.3K ﹤0.01% 1763
2020
Q4 		$79K Sell
841
-267
-24% -$24.8K ﹤0.01% 1619
2020
Q3 		$108K Buy
1,108
+85
+8% +$8.06K ﹤0.01% 1312
2020
Q2 		$83K Hold
1,023
– – ﹤0.01% 1414
2020
Q1 		$62K Buy
+1,023
New +$79.9K ﹤0.01% 1305
2019
Q4 		– Sell
-1,063
Closed -$74K – 1694
2019
Q3 		$74K Buy
1,063
+186
+21% +$12.1K ﹤0.01% 872
2019
Q2 		$58K Sell
877
-2
-0.2% -$128 ﹤0.01% 929
2019
Q1 		$52K Buy
879
+803
+1,057% +$47.5K ﹤0.01% 896
2018
Q4 		$4K Buy
76
+25
+49% +$1.47K ﹤0.01% 1393
2018
Q3 		$4K Buy
51
+48
+1,600% +$3.4K ﹤0.01% 1408
2018
Q2 		$0 Buy
+3
New +$182 ﹤0.01% 1598

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CAPTRUST Financial Advisors's SSD Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Simpson Manufacturing (SSD) stake by 4.8% in Q1 2026, selling an estimated $64.2K and leaving 6,890 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

CAPTRUST Financial Advisors first reported a position in SSD in Q2 2018 and has held it in 31 quarters since. The position peaked at $5.18M in Q3 2025. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

  • CAPTRUST Financial Advisors held 6,890 shares of Simpson Manufacturing worth $1.18M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 348 Simpson Manufacturing shares in Q1 2026, an estimated $64.2K.
  • Simpson Manufacturing made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1516 holding.
  • CAPTRUST Financial Advisors first reported a position in Simpson Manufacturing in Q2 2018 and has held it in 31 quarters since.
  • CAPTRUST Financial Advisors's Simpson Manufacturing position peaked at $5.18M in Q3 2025.
  • 460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.