JTBR
SSD icon

James T. Borello RIA’s Simpson Manufacturing SSD Stock Holding History

James T. Borello RIA’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 		$2.05K Buy
12
+3
+33% +$557 ﹤0.01% 915
2026
Q2 		$1.88K Hold
9
– – ﹤0.01% 952
2026
Q1 		$1.54K Sell
9
-1
-10% -$184 ﹤0.01% 955
2025
Q4 		$1.62K Buy
10
+6
+150% +$1.01K ﹤0.01% 820
2025
Q3 		$670 Buy
+4
New +$716 ﹤0.01% 845

Other funds holding SSD

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Mirador Capital Partners
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
Curated Wealth Partners
Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

James T. Borello RIA's SSD Position: Q3 2026 in Review

James T. Borello RIA increased its Simpson Manufacturing (SSD) stake by 33% in Q3 2026, buying an estimated $557 and bringing the position to 12 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

James T. Borello RIA first reported a position in SSD in Q3 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold SSD as of Q3 2026.

  • James T. Borello RIA held 12 shares of Simpson Manufacturing worth $2.05K as of Q3 2026.
  • James T. Borello RIA bought 3 Simpson Manufacturing shares in Q3 2026, an estimated $557.
  • Simpson Manufacturing made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #915 holding.
  • James T. Borello RIA first reported a position in Simpson Manufacturing in Q3 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.