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Action Point Financial Planning’s Simply Good Foods SMPL Stock Holding History

Action Point Financial Planning’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
Q2 		$638 Buy
+48
New +$592 ﹤0.01% 2594

Other funds holding SMPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Action Point Financial Planning's SMPL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Simply Good Foods (SMPL) in Q2 2026: 48 shares worth $638. The stake represents ﹤0.01% of the portfolio and ranks #2594 among its holdings.

298 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Action Point Financial Planning held 48 shares of Simply Good Foods worth $638 as of Q2 2026.
  • Simply Good Foods was a new Action Point Financial Planning position in Q2 2026.
  • Simply Good Foods made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2594 holding.
  • 298 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.