Bare Financial Services
SMPL icon

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
Q3 		$6.31K Buy
665
+538
+424% +$5.91K ﹤0.01% 815
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bare Financial Services's SMPL Position: Q3 2026 in Review

Bare Financial Services increased its Simply Good Foods (SMPL) stake by 424% in Q3 2026, buying an estimated $5.91K and bringing the position to 665 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Bare Financial Services first reported a position in SMPL in Q1 2025 and has held it in 7 quarters since. 114 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

  • Bare Financial Services held 665 shares of Simply Good Foods worth $6.31K as of Q3 2026.
  • Bare Financial Services bought 538 Simply Good Foods shares in Q3 2026, an estimated $5.91K.
  • Simply Good Foods made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #815 holding.
  • Bare Financial Services first reported a position in Simply Good Foods in Q1 2025 and has held it in 7 quarters since.
  • 114 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.