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CVA Family Office’s Simply Good Foods SMPL Stock Holding History

CVA Family Office’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 		$72 Buy
+5
New +$86 ﹤0.01% 1827

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

CVA Family Office's SMPL Position: Q1 2026 in Review

CVA Family Office opened a new position in Simply Good Foods (SMPL) in Q1 2026: 5 shares worth $72. The stake represents ﹤0.01% of the portfolio and ranks #1827 among its holdings.

276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • CVA Family Office held 5 shares of Simply Good Foods worth $72 as of Q1 2026.
  • Simply Good Foods was a new CVA Family Office position in Q1 2026.
  • Simply Good Foods made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1827 holding.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.