Planned Solutions’s Simpson Manufacturing SSD Stock Holding History

Planned Solutions’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	$207K	Buy	+990	New	+$185K	0.06%	147
2024 Q4	–	Sell	-990	Closed	-$189K	–	560
2024 Q3	$189K	Buy	+990	New	+$178K	0.08%	119
2024 Q2	–	Sell	-1,000	Closed	-$205K	–	109
2024 Q1	$205K	Buy	1,000 +35	+4%	+$6.78K	0.1%	96
2023 Q4	$191K	Buy	+965	New	+$153K	0.09%	89
2021 Q1	–	Sell	-500	Closed	-$47K	–	360
2020 Q4	$47K	Buy	+500	New	+$46.4K	0.04%	214

Other funds holding SSD

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

MCP

Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Planned Solutions's SSD Position: Q2 2026 in Review

Planned Solutions opened a new position in Simpson Manufacturing (SSD) in Q2 2026: 990 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #147 among its holdings. This is a return to the name: Planned Solutions previously reported a position in SSD as recently as Q3 2024.

Planned Solutions first reported a position in SSD in Q4 2020 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Planned Solutions held 990 shares of Simpson Manufacturing worth $207K as of Q2 2026.
Simpson Manufacturing was a new Planned Solutions position in Q2 2026.
Simpson Manufacturing made up 0.06% of Planned Solutions's portfolio in Q2 2026, its #147 holding.
Planned Solutions first reported a position in Simpson Manufacturing in Q4 2020 and has held it in 5 quarters since.
54 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.