PFW Advisors’s Simpson Manufacturing SSD Stock Holding History

PFW Advisors’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	$359K	Sell	2,101 -285	-12%	-$53K	0.11%	91
2026 Q2	$500K	Sell	2,386 -194	-8%	-$36.3K	0.15%	83
2026 Q1	$443K	Hold	2,580	–	–	0.14%	85
2025 Q4	$417K	Sell	2,580 -388	-13%	-$65.6K	0.13%	92
2025 Q3	$497K	Hold	2,968	–	–	0.15%	87
2025 Q2	$461K	Hold	2,968	–	–	0.14%	89
2025 Q1	$466K	Hold	2,968	–	–	0.15%	87
2024 Q4	$492K	Buy	+2,968	New	+$544K	0.15%	86
2024 Q2	$500K	Sell	2,968 -75	-2%	-$13.1K	0.16%	85
2024 Q1	$624K	Hold	3,043	–	–	0.19%	84
2023 Q4	$602K	Sell	3,043 -321	-10%	-$50.9K	0.19%	82
2023 Q3	$504K	Hold	3,364	–	–	0.18%	78
2023 Q2	$527K	Buy	+3,364	New	+$413K	0.18%	76
2019 Q3	$568K	Buy	+2,968	New	+$193K	0.17%	85

Other funds holding SSD

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

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

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

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

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

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

PFW Advisors's SSD Position: Q3 2026 in Review

PFW Advisors reduced its Simpson Manufacturing (SSD) stake by 12% in Q3 2026, selling an estimated $53K and leaving 2,101 shares worth $359K. The position accounts for 0.11% of the portfolio, ranked #91.

PFW Advisors first reported a position in SSD in Q3 2019 and has held it in 14 quarters since. The position peaked at $624K in Q1 2024. 53 funds tracked by Wall St. Rank hold SSD as of Q3 2026.

PFW Advisors held 2,101 shares of Simpson Manufacturing worth $359K as of Q3 2026.
PFW Advisors sold 285 Simpson Manufacturing shares in Q3 2026, an estimated $53K.
Simpson Manufacturing made up 0.11% of PFW Advisors's portfolio in Q3 2026, its #91 holding.
PFW Advisors first reported a position in Simpson Manufacturing in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Simpson Manufacturing position peaked at $624K in Q1 2024.
53 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.