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 Q2	$489K	Buy	36,811 +33,644	+1,062%	+$415K	0.01%	566
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Larson Financial Group's SMPL Position: Q2 2026 in Review

Larson Financial Group increased its Simply Good Foods (SMPL) stake by 1,062% in Q2 2026, buying an estimated $415K and bringing the position to 36,811 shares worth $489K. The position accounts for 0.01% of the portfolio, ranked #566.

Larson Financial Group first reported a position in SMPL in Q2 2024 and has held it in 8 quarters since. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Larson Financial Group held 36,811 shares of Simply Good Foods worth $489K as of Q2 2026.
Larson Financial Group bought 33,644 Simply Good Foods shares in Q2 2026, an estimated $415K.
Simply Good Foods made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #566 holding.
Larson Financial Group first reported a position in Simply Good Foods in Q2 2024 and has held it in 8 quarters since.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.