Jones Financial Companies
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Jones Financial Companies’s Simply Good Foods SMPL Stock Holding History

Jones Financial Companies’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 		$8.05K Buy
561
+517
+1,175% +$8.92K ﹤0.01% 3654
2025
Q4 		$884 Sell
44
-25
-36% -$520 ﹤0.01% 4052
2025
Q3 		$1.71K Buy
69
+12
+21% +$354 ﹤0.01% 3747
2025
Q2 		$1.82K Buy
57
+32
+128% +$1.11K ﹤0.01% 3487
2025
Q1 		$860 Hold
25
– – ﹤0.01% 3427
2024
Q4 		$975 Buy
+25
New +$916 ﹤0.01% 3144

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

Jones Financial Companies's SMPL Position: Q1 2026 in Review

Jones Financial Companies increased its Simply Good Foods (SMPL) stake by 1,175% in Q1 2026, buying an estimated $8.92K and bringing the position to 561 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3654.

Jones Financial Companies first reported a position in SMPL in Q4 2024 and has held it in 6 quarters since. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Jones Financial Companies held 561 shares of Simply Good Foods worth $8.05K as of Q1 2026.
  • Jones Financial Companies bought 517 Simply Good Foods shares in Q1 2026, an estimated $8.92K.
  • Simply Good Foods made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3654 holding.
  • Jones Financial Companies first reported a position in Simply Good Foods in Q4 2024 and has held it in 6 quarters since.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.