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JFS Wealth Advisors’s Simply Good Foods SMPL Stock Holding History

JFS Wealth 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
Q2 		– Sell
-16
Closed -$230 – 2293
2026
Q1 		$230 Sell
16
-1
-6% -$17 ﹤0.01% 1818
2025
Q4 		$342 Sell
17
-6
-26% -$125 ﹤0.01% 1839
2025
Q3 		$571 Sell
23
-7
-23% -$207 ﹤0.01% 1740
2025
Q2 		$948 Sell
30
-4
-12% -$139 ﹤0.01% 1585
2025
Q1 		$1.17K Sell
34
-20
-37% -$724 ﹤0.01% 1618
2024
Q4 		$2.1K Buy
54
+17
+46% +$623 ﹤0.01% 1459
2024
Q3 		$1.29K Sell
37
-18
-33% -$610 ﹤0.01% 1639
2024
Q2 		$1.99K Buy
55
+10
+22% +$357 ﹤0.01% 1432
2024
Q1 		$1.53K Sell
45
-19
-30% -$700 ﹤0.01% 1538
2023
Q4 		$2.54K Buy
64
+24
+60% +$896 ﹤0.01% 1330
2023
Q3 		$1.38K Sell
40
-14
-26% -$504 ﹤0.01% 1502
2023
Q2 		$1.98K Sell
54
-13
-19% -$478 ﹤0.01% 1392
2023
Q1 		$2.67K Buy
67
+16
+31% +$591 ﹤0.01% 1256
2022
Q4 		$1.94K Buy
51
+41
+410% +$1.51K ﹤0.01% 1388
2022
Q3 		$0 Sell
10
-46
-82% -$1.51K ﹤0.01% 1916
2022
Q2 		$2K Buy
56
+5
+10% +$198 ﹤0.01% 1385
2022
Q1 		$2K Buy
51
+29
+132% +$1.08K ﹤0.01% 1490
2021
Q4 		$1K Buy
+22
New +$840 ﹤0.01% 1552

Other funds holding SMPL

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

JFS Wealth Advisors's SMPL Position: Q2 2026 in Review

JFS Wealth Advisors sold out of Simply Good Foods (SMPL) in Q2 2026, closing a stake of 16 shares — an estimated $230 sold.

JFS Wealth Advisors first reported a position in SMPL in Q4 2021 and held it in 18 quarters. The position peaked at $2.67K in Q1 2023. 17 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • JFS Wealth Advisors reported no remaining Simply Good Foods position as of Q2 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 16 Simply Good Foods shares in Q2 2026, an estimated $230.
  • JFS Wealth Advisors first reported a position in Simply Good Foods in Q4 2021 and held it in 18 quarters.
  • JFS Wealth Advisors's Simply Good Foods position peaked at $2.67K in Q1 2023.
  • 17 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.