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Essential Partners’s Simpson Manufacturing SSD Stock Holding History

Essential 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 		$44.3K Buy
259
+116
+81% +$21.6K 0.02% 652
2026
Q2 		$29.9K Sell
143
-64
-31% -$12K 0.01% 762
2026
Q1 		$35.5K Sell
207
-19
-8% -$3.5K 0.01% 698
2025
Q4 		$36.5K Buy
226
+211
+1,407% +$35.7K 0.01% 696
2025
Q3 		$2.51K Buy
15
+13
+650% +$2.33K ﹤0.01% 1716
2025
Q2 		$311 Buy
+2
New +$310 ﹤0.01% 1832

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Atria Investments
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Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Essential Partners's SSD Position: Q3 2026 in Review

Essential Partners increased its Simpson Manufacturing (SSD) stake by 81% in Q3 2026, buying an estimated $21.6K and bringing the position to 259 shares worth $44.3K. The position accounts for 0.02% of the portfolio, ranked #652.

Essential Partners first reported a position in SSD in Q2 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold SSD as of Q3 2026.

  • Essential Partners held 259 shares of Simpson Manufacturing worth $44.3K as of Q3 2026.
  • Essential Partners bought 116 Simpson Manufacturing shares in Q3 2026, an estimated $21.6K.
  • Simpson Manufacturing made up 0.02% of Essential Partners's portfolio in Q3 2026, its #652 holding.
  • Essential Partners first reported a position in Simpson Manufacturing in Q2 2025 and has held it in 6 quarters since.
  • 39 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.