KF
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Krilogy Financial’s Simpson Manufacturing SSD Stock Holding History

Krilogy Financial’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
Q2 		$270K Sell
1,288
-121
-9% -$22.6K 0.01% 859
2026
Q1 		$239K Buy
+1,409
New +$260K 0.01% 825

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Vanguard Portfolio Management
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Vanguard Capital Management
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State Street
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $552B AUM 44.19% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Krilogy Financial's SSD Position: Q2 2026 in Review

Krilogy Financial reduced its Simpson Manufacturing (SSD) stake by 8.6% in Q2 2026, selling an estimated $22.6K and leaving 1,288 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #859.

Krilogy Financial first reported a position in SSD in Q1 2026 and has held it in 2 quarters since. 486 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Krilogy Financial held 1,288 shares of Simpson Manufacturing worth $270K as of Q2 2026.
  • Krilogy Financial sold 121 Simpson Manufacturing shares in Q2 2026, an estimated $22.6K.
  • Simpson Manufacturing made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #859 holding.
  • Krilogy Financial first reported a position in Simpson Manufacturing in Q1 2026 and has held it in 2 quarters since.
  • 486 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.