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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
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

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
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 $481B AUM 30.42% 1-Year Est. Return

Root Financial Partners's SSD Position: Q1 2026 in Review

Root Financial Partners increased its Simpson Manufacturing (SSD) stake by 4.7% in Q1 2026, buying an estimated $7.93K and bringing the position to 954 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #384.

Root Financial Partners first reported a position in SSD in Q3 2025 and has held it in 3 quarters since. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

  • Root Financial Partners held 954 shares of Simpson Manufacturing worth $164K as of Q1 2026.
  • Root Financial Partners bought 43 Simpson Manufacturing shares in Q1 2026, an estimated $7.93K.
  • Simpson Manufacturing made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #384 holding.
  • Root Financial Partners first reported a position in Simpson Manufacturing in Q3 2025 and has held it in 3 quarters since.
  • 460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.