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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
Q2 		$425 Hold
32
– – ﹤0.01% 919
2026
Q1 		$459 Hold
32
– – ﹤0.01% 895
2025
Q4 		$643 Buy
+32
New +$666 ﹤0.01% 818

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State Street
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Norges Bank
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Geode Capital Management
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RRAM
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SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Godfrey Financial Associates's SMPL Position: Q2 2026 in Review

Godfrey Financial Associates held its Simply Good Foods (SMPL) position steady in Q2 2026 at 32 shares worth $425. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Godfrey Financial Associates first reported a position in SMPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $643 in Q4 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Godfrey Financial Associates held 32 shares of Simply Good Foods worth $425 as of Q2 2026.
  • Godfrey Financial Associates left its Simply Good Foods share count unchanged in Q2 2026.
  • Simply Good Foods made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #919 holding.
  • Godfrey Financial Associates first reported a position in Simply Good Foods in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Simply Good Foods position peaked at $643 in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.