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Allworth Financial’s Simply Good Foods SMPL Stock Holding History

Allworth Financial’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
Q1 		$17K Buy
1,185
+600
+103% +$10.4K ﹤0.01% 3109
2025
Q4 		$11.7K Buy
585
+493
+536% +$10.3K ﹤0.01% 3154
2025
Q3 		$2.28K Buy
92
+43
+88% +$1.27K ﹤0.01% 3941
2025
Q2 		$1.55K Buy
49
+36
+277% +$1.25K ﹤0.01% 3813
2025
Q1 		$461 Buy
+13
New +$470 ﹤0.01% 3700
2024
Q3 		– Sell
-20
Closed -$718 – 3825
2024
Q2 		$718 Sell
20
-7
-26% -$250 ﹤0.01% 3272
2024
Q1 		$919 Sell
27
-44
-62% -$1.62K ﹤0.01% 3106
2023
Q4 		$2.81K Buy
71
+7
+11% +$261 ﹤0.01% 2523
2023
Q3 		$2.21K Buy
64
+52
+433% +$1.87K ﹤0.01% 2498
2023
Q2 		$440 Hold
12
– – ﹤0.01% 2921
2023
Q1 		$478 Hold
12
– – ﹤0.01% 2850
2022
Q4 		$456 Buy
+12
New +$443 ﹤0.01% 2656
2022
Q3 		– Sell
-11
Closed – – 3077
2022
Q2 		$0 Buy
+11
New +$436 ﹤0.01% 2774

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's SMPL Position: Q1 2026 in Review

Allworth Financial increased its Simply Good Foods (SMPL) stake by 103% in Q1 2026, buying an estimated $10.4K and bringing the position to 1,185 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #3109.

Allworth Financial first reported a position in SMPL in Q2 2022 and has held it in 13 quarters since. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Allworth Financial held 1,185 shares of Simply Good Foods worth $17K as of Q1 2026.
  • Allworth Financial bought 600 Simply Good Foods shares in Q1 2026, an estimated $10.4K.
  • Simply Good Foods made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3109 holding.
  • Allworth Financial first reported a position in Simply Good Foods in Q2 2022 and has held it in 13 quarters since.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.