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 Q2	$2.69M	Buy	+202,479	New	+$2.5M	1.79%	26

Other funds holding SMPL

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Leibman Financial Services's SMPL Position: Q2 2026 in Review

Leibman Financial Services opened a new position in Simply Good Foods (SMPL) in Q2 2026: 202,479 shares worth $2.69M. The stake represents 1.79% of the portfolio and ranks #26 among its holdings.

17 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Leibman Financial Services held 202,479 shares of Simply Good Foods worth $2.69M as of Q2 2026.
Simply Good Foods was a new Leibman Financial Services position in Q2 2026.
Simply Good Foods made up 1.79% of Leibman Financial Services's portfolio in Q2 2026, its #26 holding.
17 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Leibman Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.