Leibman Financial Services
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Leibman Financial Services’s Simply Good Foods SMPL Stock Holding History

Leibman Financial Services’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 		$2.07M Buy
217,799
+15,320
+8% +$168K 1.43% 36
2026
Q2 		$2.69M Buy
+202,479
New +$2.5M 1.79% 26

Other funds holding SMPL

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Leibman Financial Services's SMPL Position: Q3 2026 in Review

Leibman Financial Services increased its Simply Good Foods (SMPL) stake by 7.6% in Q3 2026, buying an estimated $168K and bringing the position to 217,799 shares worth $2.07M. The position accounts for 1.43% of the portfolio, ranked #36.

Leibman Financial Services first reported a position in SMPL in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.69M in Q2 2026. 48 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

  • Leibman Financial Services held 217,799 shares of Simply Good Foods worth $2.07M as of Q3 2026.
  • Leibman Financial Services bought 15,320 Simply Good Foods shares in Q3 2026, an estimated $168K.
  • Simply Good Foods made up 1.43% of Leibman Financial Services's portfolio in Q3 2026, its #36 holding.
  • Leibman Financial Services first reported a position in Simply Good Foods in Q2 2026 and has held it in 2 quarters since.
  • Leibman Financial Services's Simply Good Foods position peaked at $2.69M in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on Leibman Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.