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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
Q2 		$1.69K Sell
127
-168
-57% -$2.07K ﹤0.01% 1178
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 $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

Bare Financial Services's SMPL Position: Q2 2026 in Review

Bare Financial Services reduced its Simply Good Foods (SMPL) stake by 57% in Q2 2026, selling an estimated $2.07K and leaving 127 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Bare Financial Services first reported a position in SMPL in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.01K in Q3 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Bare Financial Services held 127 shares of Simply Good Foods worth $1.69K as of Q2 2026.
  • Bare Financial Services sold 168 Simply Good Foods shares in Q2 2026, an estimated $2.07K.
  • Simply Good Foods made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1178 holding.
  • Bare Financial Services first reported a position in Simply Good Foods in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's Simply Good Foods position peaked at $5.01K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.