Putney Financial Group
SSD icon

Putney Financial Group’s Simpson Manufacturing SSD Stock Holding History

Putney Financial Group’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 		$31.1K Buy
+182
New +$33.8K 0.02% 170
2025
Q3 		– Sell
-379
Closed -$58.9K – 249
2025
Q2 		$58.9K Buy
379
+267
+238% +$41.4K 0.06% 122
2025
Q1 		$17.6K Buy
+112
New +$18.4K 0.02% 165

Other funds holding SSD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Putney Financial Group's SSD Position: Q3 2026 in Review

Putney Financial Group opened a new position in Simpson Manufacturing (SSD) in Q3 2026: 182 shares worth $31.1K. The stake represents 0.02% of the portfolio and ranks #170 among its holdings. This is a return to the name: Putney Financial Group previously reported a position in SSD as recently as Q2 2025.

Putney Financial Group first reported a position in SSD in Q1 2025 and has held it in 3 quarters since. The position peaked at $58.9K in Q2 2025. 310 funds tracked by Wall St. Rank hold SSD as of Q3 2026.

  • Putney Financial Group held 182 shares of Simpson Manufacturing worth $31.1K as of Q3 2026.
  • Simpson Manufacturing was a new Putney Financial Group position in Q3 2026.
  • Simpson Manufacturing made up 0.02% of Putney Financial Group's portfolio in Q3 2026, its #170 holding.
  • Putney Financial Group first reported a position in Simpson Manufacturing in Q1 2025 and has held it in 3 quarters since.
  • Putney Financial Group's Simpson Manufacturing position peaked at $58.9K in Q2 2025.
  • 310 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2026.

Based on Putney Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.