Pacific Center for Financial Services’s Simpson Manufacturing SSD Stock Holding History

Pacific Center for Financial 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
2025 Q1	–	Sell	-1,105	Closed	-$183K	–	479
2024 Q4	$183K	Hold	1,105	–	–	0.05%	96
2024 Q3	$211K	Hold	1,105	–	–	0.06%	87
2024 Q2	$186K	Hold	1,105	–	–	0.05%	90
2024 Q1	$227K	Hold	1,105	–	–	0.06%	79
2023 Q4	$219K	Hold	1,105	–	–	0.07%	75
2023 Q3	$166K	Hold	1,105	–	–	0.06%	88
2023 Q2	$153K	Hold	1,105	–	–	0.05%	98
2023 Q1	$121K	Buy	+1,105	New	+$116K	0.04%	110
2022 Q3	$87K	Hold	1,105	–	–	0.03%	118
2022 Q2	$111K	Hold	1,105	–	–	0.05%	110
2022 Q1	$120K	Hold	1,105	–	–	0.04%	105
2021 Q4	$154K	Hold	1,105	–	–	0.06%	94
2021 Q3	$118K	Buy	+1,105	New	+$122K	0.05%	101

Other funds holding SSD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Pacific Center for Financial Services's SSD Position: Q1 2025 in Review

Pacific Center for Financial Services sold out of Simpson Manufacturing (SSD) in Q1 2025, closing a stake of 1,105 shares — an estimated $183K sold.

Pacific Center for Financial Services first reported a position in SSD in Q3 2021 and held it in 13 quarters. The position peaked at $227K in Q1 2024. 427 funds tracked by Wall St. Rank hold SSD as of Q1 2025.

Pacific Center for Financial Services reported no remaining Simpson Manufacturing position as of Q1 2025 after selling out during the quarter.
Pacific Center for Financial Services sold 1,105 Simpson Manufacturing shares in Q1 2025, an estimated $183K.
Pacific Center for Financial Services first reported a position in Simpson Manufacturing in Q3 2021 and held it in 13 quarters.
Pacific Center for Financial Services's Simpson Manufacturing position peaked at $227K in Q1 2024.
427 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2025.

Based on Pacific Center for Financial Services's 13F filing for Q1 2025, filed 15 May 2025.