Capital Advisors Ltd
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Capital Advisors Ltd’s Simply Good Foods SMPL Stock Holding History

Capital Advisors Ltd’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 		$0 Buy
+38
New +$418 ﹤0.01% 1638
2026
Q2 		– Sell
-13
Closed – – 1566
2026
Q1 		$0 Sell
13
-199
-94% -$3.43K ﹤0.01% 1584
2025
Q4 		$4K Buy
+212
New +$4.41K ﹤0.01% 991

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Boston Trust Walden
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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
Seizert Capital Partners
Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Leibman Financial Services
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Advisors Ltd's SMPL Position: Q3 2026 in Review

Capital Advisors Ltd opened a new position in Simply Good Foods (SMPL) in Q3 2026: 38 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1638 among its holdings. This is a return to the name: Capital Advisors Ltd previously reported a position in SMPL as recently as Q1 2026.

Capital Advisors Ltd first reported a position in SMPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $4K in Q4 2025. 57 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

  • Capital Advisors Ltd held 38 shares of Simply Good Foods worth $0 as of Q3 2026.
  • Simply Good Foods was a new Capital Advisors Ltd position in Q3 2026.
  • Simply Good Foods made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1638 holding.
  • Capital Advisors Ltd first reported a position in Simply Good Foods in Q4 2025 and has held it in 3 quarters since.
  • Capital Advisors Ltd's Simply Good Foods position peaked at $4K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.