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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
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

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Putney Financial Group's SSD Position: Q3 2025 in Review

Putney Financial Group sold out of Simpson Manufacturing (SSD) in Q3 2025, closing a stake of 379 shares — an estimated $58.9K sold.

Putney Financial Group first reported a position in SSD in Q1 2025 and held it in 2 quarters. The position peaked at $58.9K in Q2 2025. 437 funds tracked by Wall St. Rank hold SSD as of Q3 2025.

  • Putney Financial Group reported no remaining Simpson Manufacturing position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 379 Simpson Manufacturing shares in Q3 2025, an estimated $58.9K.
  • Putney Financial Group first reported a position in Simpson Manufacturing in Q1 2025 and held it in 2 quarters.
  • Putney Financial Group's Simpson Manufacturing position peaked at $58.9K in Q2 2025.
  • 437 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.