LFG
SMPL icon

Larson Financial Group’s Simply Good Foods SMPL Stock Holding History

Larson Financial 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 		$45.4K Buy
3,167
+2,160
+214% +$37.3K ﹤0.01% 1410
2025
Q4 		$20.2K Buy
+1,007
New +$21K ﹤0.01% 1720
2025
Q3 		– Sell
-9
Closed -$284 – 3628
2025
Q2 		$284 Sell
9
-44
-83% -$1.53K ﹤0.01% 2992
2025
Q1 		$1.83K Buy
53
+43
+430% +$1.56K ﹤0.01% 2196
2024
Q4 		$390 Buy
10
+4
+67% +$147 ﹤0.01% 2270
2024
Q3 		$209 Hold
6
– – ﹤0.01% 2361
2024
Q2 		$217 Buy
+6
New +$214 ﹤0.01% 2042

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

Larson Financial Group's SMPL Position: Q1 2026 in Review

Larson Financial Group increased its Simply Good Foods (SMPL) stake by 214% in Q1 2026, buying an estimated $37.3K and bringing the position to 3,167 shares worth $45.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1410.

Larson Financial Group first reported a position in SMPL in Q2 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Larson Financial Group held 3,167 shares of Simply Good Foods worth $45.4K as of Q1 2026.
  • Larson Financial Group bought 2,160 Simply Good Foods shares in Q1 2026, an estimated $37.3K.
  • Simply Good Foods made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1410 holding.
  • Larson Financial Group first reported a position in Simply Good Foods in Q2 2024 and has held it in 7 quarters since.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

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