Farther Finance Advisors’s Simply Good Foods SMPL Stock Holding History

Farther Finance Advisors’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	$33.7K	Sell	2,541 -1,675	-40%	-$20.7K	﹤0.01%	3567
2026 Q1	$59.9K	Buy	4,216 +3,427	+434%	+$59.1K	﹤0.01%	2864
2025 Q4	$15.8K	Buy	789 +719	+1,027%	+$15K	﹤0.01%	3596
2025 Q3	$1.74K	Buy	70 +51	+268%	+$1.51K	﹤0.01%	4190
2025 Q2	$600	Sell	19 -183	-91%	-$6.37K	﹤0.01%	4007
2025 Q1	$7.03K	Buy	202 +143	+242%	+$5.17K	﹤0.01%	2902
2024 Q4	$2.3K	Buy	59 +1	+2%	+$37	﹤0.01%	2944
2024 Q3	$2.02K	Buy	58 +10	+21%	+$339	﹤0.01%	2990
2024 Q2	$1.72K	Buy	48 +35	+269%	+$1.25K	﹤0.01%	2854
2024 Q1	$444	Sell	13 -40	-75%	-$1.47K	﹤0.01%	3054
2023 Q4	$2.1K	Buy	53 +30	+130%	+$1.12K	﹤0.01%	2409
2023 Q3	$794	Hold	23	–	–	﹤0.01%	2143
2023 Q2	$842	Buy	+23	New	+$846	﹤0.01%	2023

Other funds holding SMPL

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

Farther Finance Advisors's SMPL Position: Q2 2026 in Review

Farther Finance Advisors reduced its Simply Good Foods (SMPL) stake by 40% in Q2 2026, selling an estimated $20.7K and leaving 2,541 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3567.

Farther Finance Advisors first reported a position in SMPL in Q2 2023 and has held it in 13 quarters since. The position peaked at $59.9K in Q1 2026. 22 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Farther Finance Advisors held 2,541 shares of Simply Good Foods worth $33.7K as of Q2 2026.
Farther Finance Advisors sold 1,675 Simply Good Foods shares in Q2 2026, an estimated $20.7K.
Simply Good Foods made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3567 holding.
Farther Finance Advisors first reported a position in Simply Good Foods in Q2 2023 and has held it in 13 quarters since.
Farther Finance Advisors's Simply Good Foods position peaked at $59.9K in Q1 2026.
22 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.