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Dunhill Financial’s Simply Good Foods SMPL Stock Holding History

Dunhill Financial’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 		$37 Sell
2
-1
-33% -$17 ﹤0.01% 1676
2025
Q4 		$52 Buy
+3
New +$62 ﹤0.01% 1647

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

Dunhill Financial's SMPL Position: Q1 2026 in Review

Dunhill Financial reduced its Simply Good Foods (SMPL) stake by 33% in Q1 2026, selling an estimated $17 and leaving 2 shares worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Dunhill Financial first reported a position in SMPL in Q4 2025 and has held it in 2 quarters since. The position peaked at $52 in Q4 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Dunhill Financial held 2 shares of Simply Good Foods worth $37 as of Q1 2026.
  • Dunhill Financial sold 1 Simply Good Foods share in Q1 2026, an estimated $17.
  • Simply Good Foods made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #1676 holding.
  • Dunhill Financial first reported a position in Simply Good Foods in Q4 2025 and has held it in 2 quarters since.
  • Dunhill Financial's Simply Good Foods position peaked at $52 in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.