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Kilter Group’s Simply Good Foods SMPL Stock Holding History

Kilter Group’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 		$3.14K Buy
+219
New +$3.78K ﹤0.01% 764
2025
Q4 		– Sell
-61
Closed -$1.51K – 1478
2025
Q3 		$1.51K Buy
61
+9
+17% +$266 ﹤0.01% 748
2025
Q2 		$1.64K Buy
+52
New +$1.81K ﹤0.01% 679

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

Kilter Group's SMPL Position: Q1 2026 in Review

Kilter Group opened a new position in Simply Good Foods (SMPL) in Q1 2026: 219 shares worth $3.14K. The stake represents ﹤0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: Kilter Group previously reported a position in SMPL as recently as Q3 2025.

Kilter Group first reported a position in SMPL in Q2 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Kilter Group held 219 shares of Simply Good Foods worth $3.14K as of Q1 2026.
  • Simply Good Foods was a new Kilter Group position in Q1 2026.
  • Simply Good Foods made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #764 holding.
  • Kilter Group first reported a position in Simply Good Foods in Q2 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.