RFP
SSD icon

Root Financial Partners’s Simpson Manufacturing SSD Stock Holding History

Root Financial Partners’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 		– Sell
-954
Closed -$164K – 2808
2026
Q1 		$164K Buy
954
+43
+5% +$7.93K 0.01% 384
2025
Q4 		$147K Buy
911
+5
+0.6% +$845 0.01% 353
2025
Q3 		$152K Buy
+906
New +$162K 0.01% 334

Other funds holding SSD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Root Financial Partners's SSD Position: Q2 2026 in Review

Root Financial Partners sold out of Simpson Manufacturing (SSD) in Q2 2026, closing a stake of 954 shares — an estimated $164K sold.

Root Financial Partners first reported a position in SSD in Q3 2025 and held it in 3 quarters. The position peaked at $164K in Q1 2026. 486 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Root Financial Partners reported no remaining Simpson Manufacturing position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 954 Simpson Manufacturing shares in Q2 2026, an estimated $164K.
  • Root Financial Partners first reported a position in Simpson Manufacturing in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Simpson Manufacturing position peaked at $164K in Q1 2026.
  • 486 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.