Moody National Bank Trust Division’s Simpson Manufacturing SSD Stock Holding History

Moody National Bank Trust Division’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	–	Sell	-1,256	Closed	-$263K	–	527
2026 Q2	$263K	Hold	1,256	–	–	0.02%	444
2026 Q1	$216K	Hold	1,256	–	–	0.02%	474
2025 Q4	$203K	Buy	+1,256	New	+$212K	0.02%	487
2019 Q2	–	Sell	-96	Closed	-$6K	–	891
2019 Q1	$6K	Hold	96	–	–	﹤0.01%	808
2018 Q4	$5K	Buy	+96	New	+$5.64K	﹤0.01%	836

Other funds holding SSD

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

CWP

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 Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Moody National Bank Trust Division's SSD Position: Q3 2026 in Review

Moody National Bank Trust Division sold out of Simpson Manufacturing (SSD) in Q3 2026, closing a stake of 1,256 shares — an estimated $263K sold.

Moody National Bank Trust Division first reported a position in SSD in Q4 2018 and held it in 5 quarters. The position peaked at $263K in Q2 2026. 32 funds tracked by Wall St. Rank hold SSD as of Q3 2026.

Moody National Bank Trust Division reported no remaining Simpson Manufacturing position as of Q3 2026 after selling out during the quarter.
Moody National Bank Trust Division sold 1,256 Simpson Manufacturing shares in Q3 2026, an estimated $263K.
Moody National Bank Trust Division first reported a position in Simpson Manufacturing in Q4 2018 and held it in 5 quarters.
Moody National Bank Trust Division's Simpson Manufacturing position peaked at $263K in Q2 2026.
32 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.