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LRI Investments’s Simpson Manufacturing SSD Stock Holding History

LRI Investments’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 		$21.8K Buy
104
+20
+24% +$3.74K ﹤0.01% 736
2026
Q1 		$14.4K Buy
84
+18
+27% +$3.32K ﹤0.01% 781
2025
Q4 		$10.7K Hold
66
– – ﹤0.01% 854
2025
Q3 		$11.1K Hold
66
– – ﹤0.01% 852
2025
Q2 		$10.2K Buy
+66
New +$10.2K ﹤0.01% 837

Other funds holding SSD

BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

LRI Investments's SSD Position: Q2 2026 in Review

LRI Investments increased its Simpson Manufacturing (SSD) stake by 24% in Q2 2026, buying an estimated $3.74K and bringing the position to 104 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

LRI Investments first reported a position in SSD in Q2 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • LRI Investments held 104 shares of Simpson Manufacturing worth $21.8K as of Q2 2026.
  • LRI Investments bought 20 Simpson Manufacturing shares in Q2 2026, an estimated $3.74K.
  • Simpson Manufacturing made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #736 holding.
  • LRI Investments first reported a position in Simpson Manufacturing in Q2 2025 and has held it in 5 quarters since.
  • 149 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.