Janney Montgomery Scott
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Janney Montgomery Scott’s Simply Good Foods SMPL Stock Holding History

Janney Montgomery Scott’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 		$584K Sell
40,668
-82
-0.2% -$1.42K ﹤0.01% 1949
2025
Q4 		$818K Buy
+40,750
New +$848K ﹤0.01% 1857
2024
Q1 		– Sell
-5,543
Closed -$220K – 2819
2023
Q4 		$220K Buy
+5,543
New +$207K ﹤0.01% 2408

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

Janney Montgomery Scott's SMPL Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Simply Good Foods (SMPL) stake by 0.2% in Q1 2026, selling an estimated $1.42K and leaving 40,668 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Janney Montgomery Scott first reported a position in SMPL in Q4 2023 and has held it in 3 quarters since. The position peaked at $818K in Q4 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Janney Montgomery Scott held 40,668 shares of Simply Good Foods worth $584K as of Q1 2026.
  • Janney Montgomery Scott sold 82 Simply Good Foods shares in Q1 2026, an estimated $1.42K.
  • Simply Good Foods made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1949 holding.
  • Janney Montgomery Scott first reported a position in Simply Good Foods in Q4 2023 and has held it in 3 quarters since.
  • Janney Montgomery Scott's Simply Good Foods position peaked at $818K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.