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Godfrey Financial Associates’s Simply Good Foods SMPL Stock Holding History

Godfrey Financial Associates’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 		$459 Hold
32
– – ﹤0.01% 895
2025
Q4 		$643 Buy
+32
New +$666 ﹤0.01% 818

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VCM
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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

Godfrey Financial Associates's SMPL Position: Q1 2026 in Review

Godfrey Financial Associates held its Simply Good Foods (SMPL) position steady in Q1 2026 at 32 shares worth $459. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Godfrey Financial Associates first reported a position in SMPL in Q4 2025 and has held it in 2 quarters since. The position peaked at $643 in Q4 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Godfrey Financial Associates held 32 shares of Simply Good Foods worth $459 as of Q1 2026.
  • Godfrey Financial Associates left its Simply Good Foods share count unchanged in Q1 2026.
  • Simply Good Foods made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q1 2026, its #895 holding.
  • Godfrey Financial Associates first reported a position in Simply Good Foods in Q4 2025 and has held it in 2 quarters since.
  • Godfrey Financial Associates's Simply Good Foods position peaked at $643 in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Godfrey Financial Associates's 13F filing for Q1 2026, filed 12 May 2026.