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

Hughes 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 		$29 Buy
+2
New +$35 ﹤0.01% 1554
2025
Q4 		– Sell
-20
Closed -$384 – 1331
2025
Q3 		$384 Buy
+20
New +$591 ﹤0.01% 1010

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 $8.82B 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

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

Hughes Financial Services opened a new position in Simply Good Foods (SMPL) in Q1 2026: 2 shares worth $29. The stake represents ﹤0.01% of the portfolio and ranks #1554 among its holdings. This is a return to the name: Hughes Financial Services previously reported a position in SMPL as recently as Q3 2025.

Hughes Financial Services first reported a position in SMPL in Q3 2025 and has held it in 2 quarters since. The position peaked at $384 in Q3 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Hughes Financial Services held 2 shares of Simply Good Foods worth $29 as of Q1 2026.
  • Simply Good Foods was a new Hughes Financial Services position in Q1 2026.
  • Simply Good Foods made up ﹤0.01% of Hughes Financial Services's portfolio in Q1 2026, its #1554 holding.
  • Hughes Financial Services first reported a position in Simply Good Foods in Q3 2025 and has held it in 2 quarters since.
  • Hughes Financial Services's Simply Good Foods position peaked at $384 in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Hughes Financial Services's 13F filing for Q1 2026, filed 29 Apr 2026.