Superior Planning, LLC’s Simply Good Foods SMPL Stock Holding History

Superior Planning, LLC’s Portfolio SMPL Stock Details SMPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$28	Buy	+3	New	+$33	﹤0.01%	2124

Other funds holding SMPL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Superior Planning, LLC's SMPL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Simply Good Foods (SMPL) in Q3 2026: 3 shares worth $28. The stake represents ﹤0.01% of the portfolio and ranks #2124 among its holdings.

159 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

Superior Planning, LLC held 3 shares of Simply Good Foods worth $28 as of Q3 2026.
Simply Good Foods was a new Superior Planning, LLC position in Q3 2026.
Simply Good Foods made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2124 holding.
159 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.