Cornerstone Financial Management’s Simply Good Foods SMPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.25K Buy
+94
New +$1.16K ﹤0.01% 1006
2026
Q1
Sell
-26
Closed -$522 1381
2025
Q4
$522 Buy
+26
New +$541 ﹤0.01% 1146

Other funds holding SMPL

Cornerstone Financial Management's SMPL Position: Q2 2026 in Review

Cornerstone Financial Management opened a new position in Simply Good Foods (SMPL) in Q2 2026: 94 shares worth $1.25K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings. This is a return to the name: Cornerstone Financial Management previously reported a position in SMPL as recently as Q4 2025.

Cornerstone Financial Management first reported a position in SMPL in Q4 2025 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Cornerstone Financial Management held 94 shares of Simply Good Foods worth $1.25K as of Q2 2026.
  • Simply Good Foods was a new Cornerstone Financial Management position in Q2 2026.
  • Simply Good Foods made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1006 holding.
  • Cornerstone Financial Management first reported a position in Simply Good Foods in Q4 2025 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.