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Bell Investment Advisors’s Simply Good Foods SMPL Stock Holding History

Bell Investment Advisors’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 		– Sell
-25
Closed -$502 – 1933
2025
Q4 		$502 Sell
25
-96
-79% -$2K ﹤0.01% 1743
2025
Q3 		$3K Buy
121
+45
+59% +$1.33K ﹤0.01% 1162
2025
Q2 		$2.4K Sell
76
-7
-8% -$243 ﹤0.01% 1301
2025
Q1 		$2.86K Sell
83
-7
-8% -$253 ﹤0.01% 1166
2024
Q4 		$3.51K Buy
90
+1
+1% +$37 ﹤0.01% 1102
2024
Q3 		$3.1K Sell
89
-1
-1% -$34 ﹤0.01% 1169
2024
Q2 		$3.25K Buy
90
+1
+1% +$36 ﹤0.01% 1131
2024
Q1 		$3.03K Hold
89
– – ﹤0.01% 1167
2023
Q4 		$3.52K Buy
89
+15
+20% +$560 ﹤0.01% 1070
2023
Q3 		$2.56K Buy
74
+13
+21% +$468 ﹤0.01% 1163
2023
Q2 		$2.23K Hold
61
– – ﹤0.01% 1239
2023
Q1 		$2.43K Sell
61
-13
-18% -$480 ﹤0.01% 1153
2022
Q4 		$2.81K Buy
74
+13
+21% +$480 ﹤0.01% 1100
2022
Q3 		$2K Sell
61
-12
-16% -$394 ﹤0.01% 1212
2022
Q2 		$3K Buy
+73
New +$2.89K ﹤0.01% 1014
2021
Q4 		$3K Buy
73
+12
+20% +$458 ﹤0.01% 1032
2021
Q3 		$2K Buy
+61
New +$2.19K ﹤0.01% 1155

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

Bell Investment Advisors's SMPL Position: Q1 2026 in Review

Bell Investment Advisors sold out of Simply Good Foods (SMPL) in Q1 2026, closing a stake of 25 shares — an estimated $502 sold.

Bell Investment Advisors first reported a position in SMPL in Q3 2021 and held it in 17 quarters. The position peaked at $3.52K in Q4 2023. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Bell Investment Advisors reported no remaining Simply Good Foods position as of Q1 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 25 Simply Good Foods shares in Q1 2026, an estimated $502.
  • Bell Investment Advisors first reported a position in Simply Good Foods in Q3 2021 and held it in 17 quarters.
  • Bell Investment Advisors's Simply Good Foods position peaked at $3.52K in Q4 2023.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.