Drive Wealth Management’s Simply Good Foods SMPL Stock Holding History

Drive Wealth Management’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 Q2	$647K	Buy	+48,731	New	+$601K	0.12%	145

Other funds holding SMPL

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LFS

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Drive Wealth Management's SMPL Position: Q2 2026 in Review

Drive Wealth Management opened a new position in Simply Good Foods (SMPL) in Q2 2026: 48,731 shares worth $647K. The stake represents 0.12% of the portfolio and ranks #145 among its holdings.

45 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Drive Wealth Management held 48,731 shares of Simply Good Foods worth $647K as of Q2 2026.
Simply Good Foods was a new Drive Wealth Management position in Q2 2026.
Simply Good Foods made up 0.12% of Drive Wealth Management's portfolio in Q2 2026, its #145 holding.
45 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.