TPI
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Trust Point Inc’s Simpson Manufacturing SSD Stock Holding History

Trust Point Inc’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 		$384K Sell
1,834
-746
-29% -$140K 0.03% 281
2026
Q1 		$443K Buy
2,580
+29
+1% +$5.35K 0.04% 283
2025
Q4 		$412K Sell
2,551
-73
-3% -$12.3K 0.03% 281
2025
Q3 		$439K Buy
2,624
+474
+22% +$84.8K 0.04% 258
2025
Q2 		$334K Sell
2,150
-873
-29% -$135K 0.03% 274
2025
Q1 		$475K Buy
3,023
+1,057
+54% +$174K 0.04% 228
2024
Q4 		$326K Buy
1,966
+450
+30% +$82.4K 0.02% 401
2024
Q3 		$290K Sell
1,516
-4
-0.3% -$718 0.02% 408
2024
Q2 		$256K Sell
1,520
-118
-7% -$20.7K 0.02% 415
2024
Q1 		$336K Sell
1,638
-5
-0.3% -$969 0.03% 380
2023
Q4 		$325K Buy
+1,643
New +$261K 0.03% 379

Other funds holding SSD

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $468M AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return