Kestra Advisory Services’s Simpson Manufacturing SSD Stock Holding History

Kestra Advisory Services’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	–	Sell	-530	Closed	-$85.6K	–	4259
2025 Q4	$85.6K	Buy	+530	New	+$89.6K	﹤0.01%	3555
2025 Q1	–	Sell	-3,251	Closed	-$539K	–	2894
2024 Q4	$539K	Sell	3,251 -52	-2%	-$9.52K	﹤0.01%	1821
2024 Q3	$632K	Sell	3,303 -795	-19%	-$143K	﹤0.01%	1618
2024 Q2	$691K	Sell	4,098 -2,088	-34%	-$366K	﹤0.01%	1561
2024 Q1	$1.27M	Buy	6,186 +706	+13%	+$137K	0.01%	1099
2023 Q4	$1.08M	Sell	5,480 -265	-5%	-$42K	0.01%	1082
2023 Q3	$861K	Buy	5,745 +3,976	+225%	+$605K	0.01%	1067
2023 Q2	$245K	Buy	+1,769	New	+$217K	﹤0.01%	1777

Other funds holding SSD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kestra Advisory Services's SSD Position: Q1 2026 in Review

Kestra Advisory Services sold out of Simpson Manufacturing (SSD) in Q1 2026, closing a stake of 530 shares — an estimated $85.6K sold.

Kestra Advisory Services first reported a position in SSD in Q2 2023 and held it in 8 quarters. The position peaked at $1.27M in Q1 2024. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

Kestra Advisory Services reported no remaining Simpson Manufacturing position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 530 Simpson Manufacturing shares in Q1 2026, an estimated $85.6K.
Kestra Advisory Services first reported a position in Simpson Manufacturing in Q2 2023 and held it in 8 quarters.
Kestra Advisory Services's Simpson Manufacturing position peaked at $1.27M in Q1 2024.
460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.