SkyOak Wealth’s Simpson Manufacturing SSD Stock Holding History

SkyOak Wealth’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	$275K	Buy	+1,609	New	+$299K	0.04%	189
2024 Q3	–	Sell	-1,607	Closed	-$271K	–	262
2024 Q2	$271K	Sell	1,607 -416	-21%	-$72.8K	0.06%	191
2024 Q1	$415K	Sell	2,023 -150	-7%	-$29.1K	0.1%	141
2023 Q4	$430K	Sell	2,173 -46	-2%	-$7.3K	0.11%	134
2023 Q3	$332K	Sell	2,219 -299	-12%	-$45.5K	0.1%	149
2023 Q2	$349K	Buy	2,518 +114	+5%	+$14K	0.1%	150
2023 Q1	$264K	Buy	+2,404	New	+$252K	0.08%	178

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

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

SkyOak Wealth's SSD Position: Q3 2026 in Review

SkyOak Wealth opened a new position in Simpson Manufacturing (SSD) in Q3 2026: 1,609 shares worth $275K. The stake represents 0.04% of the portfolio and ranks #189 among its holdings. This is a return to the name: SkyOak Wealth previously reported a position in SSD as recently as Q2 2024.

SkyOak Wealth first reported a position in SSD in Q1 2023 and has held it in 7 quarters since. The position peaked at $430K in Q4 2023. 119 funds tracked by Wall St. Rank hold SSD as of Q3 2026.

SkyOak Wealth held 1,609 shares of Simpson Manufacturing worth $275K as of Q3 2026.
Simpson Manufacturing was a new SkyOak Wealth position in Q3 2026.
Simpson Manufacturing made up 0.04% of SkyOak Wealth's portfolio in Q3 2026, its #189 holding.
SkyOak Wealth first reported a position in Simpson Manufacturing in Q1 2023 and has held it in 7 quarters since.
SkyOak Wealth's Simpson Manufacturing position peaked at $430K in Q4 2023.
119 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2026.

Based on SkyOak Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.