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IFP Advisors’s Simply Good Foods SMPL Stock Holding History

IFP 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
Q1 		$502 Sell
35
-8
-19% -$138 ﹤0.01% 4418
2025
Q4 		$863 Buy
43
+37
+617% +$770 ﹤0.01% 4115
2025
Q3 		$149 Buy
+6
New +$177 ﹤0.01% 4457
2025
Q2 		– Hold
0
– – – 2848
2025
Q1 		– Hold
0
– – – 3590
2024
Q4 		– Hold
0
– – – 3557
2021
Q1 		– Sell
-135
Closed -$4.02K – 3210
2020
Q4 		$4K Buy
+135
New +$3.14K ﹤0.01% 2429

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

IFP Advisors's SMPL Position: Q1 2026 in Review

IFP Advisors reduced its Simply Good Foods (SMPL) stake by 19% in Q1 2026, selling an estimated $138 and leaving 35 shares worth $502. The position accounts for ﹤0.01% of the portfolio, ranked #4418.

IFP Advisors first reported a position in SMPL in Q4 2020 and has held it in 4 quarters since. The position peaked at $4K in Q4 2020. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • IFP Advisors held 35 shares of Simply Good Foods worth $502 as of Q1 2026.
  • IFP Advisors sold 8 Simply Good Foods shares in Q1 2026, an estimated $138.
  • Simply Good Foods made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4418 holding.
  • IFP Advisors first reported a position in Simply Good Foods in Q4 2020 and has held it in 4 quarters since.
  • IFP Advisors's Simply Good Foods position peaked at $4K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.