Sendero Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Sendero Wealth Management’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	$508K	Hold	2,974	–	–	0.05%	162
2026 Q2	$623K	Sell	2,974 -19	-0.6%	-$3.55K	0.06%	154
2026 Q1	$514K	Hold	2,993	–	–	0.06%	157
2025 Q4	$483K	Sell	2,993 -3,332	-53%	-$563K	0.05%	162
2025 Q3	$1.06M	Hold	6,325	–	–	0.12%	96
2025 Q2	$982K	Buy	6,325 +705	+13%	+$109K	0.12%	101
2025 Q1	$883K	Buy	5,620 +828	+17%	+$136K	0.12%	99
2024 Q4	$795K	Hold	4,792	–	–	0.12%	97
2024 Q3	$917K	Hold	4,792	–	–	0.14%	86
2024 Q2	$808K	Hold	4,792	–	–	0.14%	87
2024 Q1	$983K	Hold	4,792	–	–	0.17%	80
2023 Q4	$949K	Buy	4,792 +475	+11%	+$75.3K	0.18%	80
2023 Q3	$647K	Buy	4,317 +600	+16%	+$91.2K	0.14%	97
2023 Q2	$515K	Buy	3,717 +590	+19%	+$72.5K	0.11%	109
2023 Q1	$343K	Buy	3,127 +530	+20%	+$55.6K	0.11%	85
2022 Q4	$230K	Buy	+2,597	New	+$227K	0.08%	96

Other funds holding SSD

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sendero Wealth Management's SSD Position: Q3 2026 in Review

Sendero Wealth Management held its Simpson Manufacturing (SSD) position steady in Q3 2026 at 2,974 shares worth $508K. The position accounts for 0.05% of the portfolio, ranked #162.

Sendero Wealth Management first reported a position in SSD in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.06M in Q3 2025. 63 funds tracked by Wall St. Rank hold SSD as of Q3 2026.

Sendero Wealth Management held 2,974 shares of Simpson Manufacturing worth $508K as of Q3 2026.
Sendero Wealth Management left its Simpson Manufacturing share count unchanged in Q3 2026.
Simpson Manufacturing made up 0.05% of Sendero Wealth Management's portfolio in Q3 2026, its #162 holding.
Sendero Wealth Management first reported a position in Simpson Manufacturing in Q4 2022 and has held it in 16 quarters since.
Sendero Wealth Management's Simpson Manufacturing position peaked at $1.06M in Q3 2025.
63 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.