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

Merit 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	$466K	Buy	+35,106	New	+$433K	﹤0.01%	1539

Other funds holding SMPL

RRAM

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

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

LFS

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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

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

Merit Financial Group opened a new position in Simply Good Foods (SMPL) in Q2 2026: 35,106 shares worth $466K. The stake represents ﹤0.01% of the portfolio and ranks #1539 among its holdings.

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

Merit Financial Group held 35,106 shares of Simply Good Foods worth $466K as of Q2 2026.
Simply Good Foods was a new Merit Financial Group position in Q2 2026.
Simply Good Foods made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1539 holding.
22 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.