KFI
SSD icon

Key Financial Inc’s Simpson Manufacturing SSD Stock Holding History

Key Financial 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
2025
Q4 		– Sell
-120
Closed -$20.1K – 1503
2025
Q3 		$20.1K Hold
120
– – ﹤0.01% 706
2025
Q2 		$18.6K Hold
120
– – ﹤0.01% 709
2025
Q1 		$18.9K Buy
+120
New +$19.7K ﹤0.01% 678

Other funds holding SSD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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 $5.28B AUM 39.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Key Financial Inc's SSD Position: Q4 2025 in Review

Key Financial Inc sold out of Simpson Manufacturing (SSD) in Q4 2025, closing a stake of 120 shares — an estimated $20.1K sold.

Key Financial Inc first reported a position in SSD in Q1 2025 and held it in 3 quarters. The position peaked at $20.1K in Q3 2025. 437 funds tracked by Wall St. Rank hold SSD as of Q4 2025.

  • Key Financial Inc reported no remaining Simpson Manufacturing position as of Q4 2025 after selling out during the quarter.
  • Key Financial Inc sold 120 Simpson Manufacturing shares in Q4 2025, an estimated $20.1K.
  • Key Financial Inc first reported a position in Simpson Manufacturing in Q1 2025 and held it in 3 quarters.
  • Key Financial Inc's Simpson Manufacturing position peaked at $20.1K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.