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Cynosure Group’s Simply Good Foods SMPL Stock Holding History

Cynosure 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
Q1 		– Sell
-43,519
Closed -$874K – 428
2025
Q4 		$874K Buy
43,519
+33,151
+320% +$690K 0.09% 76
2025
Q3 		$257K Hold
10,368
– – 0.03% 360
2025
Q2 		$328K Buy
10,368
+1,074
+12% +$37.4K 0.04% 358
2025
Q1 		$321K Buy
9,294
+2,062
+29% +$74.6K 0.04% 325
2024
Q4 		$282K Sell
7,232
-3,427
-32% -$126K 0.04% 324
2024
Q3 		$371K Buy
10,659
+500
+5% +$16.9K 0.05% 273
2024
Q2 		$367K Buy
10,159
+897
+10% +$32.1K 0.06% 299
2024
Q1 		$315K Buy
+9,262
New +$341K 0.06% 263

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 $8.99B AUM 12.83% 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

Cynosure Group's SMPL Position: Q1 2026 in Review

Cynosure Group sold out of Simply Good Foods (SMPL) in Q1 2026, closing a stake of 43,519 shares — an estimated $874K sold.

Cynosure Group first reported a position in SMPL in Q1 2024 and held it in 8 quarters. The position peaked at $874K in Q4 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Cynosure Group reported no remaining Simply Good Foods position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 43,519 Simply Good Foods shares in Q1 2026, an estimated $874K.
  • Cynosure Group first reported a position in Simply Good Foods in Q1 2024 and held it in 8 quarters.
  • Cynosure Group's Simply Good Foods position peaked at $874K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.