HFS
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Hantz Financial Services’s Simply Good Foods SMPL Stock Holding History

Hantz Financial Services’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 		$36K Buy
2,538
+751
+42% +$13K ﹤0.01% 1670
2025
Q4 		$36K Buy
1,787
+807
+82% +$16.8K ﹤0.01% 1569
2025
Q3 		$24K Buy
980
+924
+1,650% +$27.3K ﹤0.01% 1502
2025
Q2 		$2K Buy
56
+42
+300% +$1.46K ﹤0.01% 2021
2025
Q1 		$0 Buy
+14
New +$506 ﹤0.01% 1946

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

Hantz Financial Services's SMPL Position: Q1 2026 in Review

Hantz Financial Services increased its Simply Good Foods (SMPL) stake by 42% in Q1 2026, buying an estimated $13K and bringing the position to 2,538 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #1670.

Hantz Financial Services first reported a position in SMPL in Q1 2025 and has held it in 5 quarters since. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Hantz Financial Services held 2,538 shares of Simply Good Foods worth $36K as of Q1 2026.
  • Hantz Financial Services bought 751 Simply Good Foods shares in Q1 2026, an estimated $13K.
  • Simply Good Foods made up ﹤0.01% of Hantz Financial Services's portfolio in Q1 2026, its #1670 holding.
  • Hantz Financial Services first reported a position in Simply Good Foods in Q1 2025 and has held it in 5 quarters since.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.