Cornerstone Planning Group
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Cornerstone Planning Group’s Simply Good Foods SMPL Stock Holding History

Cornerstone Planning Group’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 		– Sell
-140
Closed -$1.47K – 1445
2026
Q2 		$1.47K Buy
+140
New +$1.73K ﹤0.01% 1400

Other funds holding SMPL

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
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
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
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Cornerstone Planning Group's SMPL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Simply Good Foods (SMPL) in Q3 2026, closing a stake of 140 shares — an estimated $1.47K sold.

Cornerstone Planning Group first reported a position in SMPL in Q2 2026 and held it in 1 quarter. The position peaked at $1.47K in Q2 2026. 36 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Simply Good Foods position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 140 Simply Good Foods shares in Q3 2026, an estimated $1.47K.
  • Cornerstone Planning Group first reported a position in Simply Good Foods in Q2 2026 and held it in 1 quarter.
  • Cornerstone Planning Group's Simply Good Foods position peaked at $1.47K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.