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 Q3	$190	Buy	+20	New	+$220	﹤0.01%	2099
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	$2.66K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

JFS Wealth Advisors's SMPL Position: Q3 2026 in Review

JFS Wealth Advisors opened a new position in Simply Good Foods (SMPL) in Q3 2026: 20 shares worth $190. The stake represents ﹤0.01% of the portfolio and ranks #2099 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in SMPL as recently as Q1 2026.

JFS Wealth Advisors first reported a position in SMPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.66K in Q1 2023. 101 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

JFS Wealth Advisors held 20 shares of Simply Good Foods worth $190 as of Q3 2026.
Simply Good Foods was a new JFS Wealth Advisors position in Q3 2026.
Simply Good Foods made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #2099 holding.
JFS Wealth Advisors first reported a position in Simply Good Foods in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Simply Good Foods position peaked at $2.66K in Q1 2023.
101 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.