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Bare Financial Services’s Simply Good Foods SMPL Stock Holding History

Bare Financial Services’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 		$4.23K Buy
295
+200
+211% +$3.45K ﹤0.01% 722
2025
Q4 		$1.91K Sell
95
-107
-53% -$2.23K ﹤0.01% 885
2025
Q3 		$5.01K Buy
202
+47
+30% +$1.39K ﹤0.01% 535
2025
Q2 		$4.9K Buy
155
+111
+252% +$3.86K ﹤0.01% 494
2025
Q1 		$1.52K Buy
+44
New +$1.59K ﹤0.01% 378

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

Bare Financial Services's SMPL Position: Q1 2026 in Review

Bare Financial Services increased its Simply Good Foods (SMPL) stake by 211% in Q1 2026, buying an estimated $3.45K and bringing the position to 295 shares worth $4.23K. The position accounts for ﹤0.01% of the portfolio, ranked #722.

Bare Financial Services first reported a position in SMPL in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.01K in Q3 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Bare Financial Services held 295 shares of Simply Good Foods worth $4.23K as of Q1 2026.
  • Bare Financial Services bought 200 Simply Good Foods shares in Q1 2026, an estimated $3.45K.
  • Simply Good Foods made up ﹤0.01% of Bare Financial Services's portfolio in Q1 2026, its #722 holding.
  • Bare Financial Services first reported a position in Simply Good Foods in Q1 2025 and has held it in 5 quarters since.
  • Bare Financial Services's Simply Good Foods position peaked at $5.01K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.