Nisa Investment Advisors
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Nisa Investment Advisors’s Simply Good Foods SMPL Stock Holding History

Nisa Investment Advisors’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 		$63.7K Buy
4,796
+3,239
+208% +$40K ﹤0.01% 1757
2026
Q1 		$22.3K Buy
1,557
+230
+17% +$3.97K ﹤0.01% 1969
2025
Q4 		$26.6K Sell
1,327
-2,132
-62% -$44.4K ﹤0.01% 1836
2025
Q3 		$85.9K Buy
3,459
+288
+9% +$8.5K ﹤0.01% 1482
2025
Q2 		$100K Sell
3,171
-637
-17% -$22.2K ﹤0.01% 1393
2025
Q1 		$131K Buy
3,808
+754
+25% +$27.3K ﹤0.01% 1331
2024
Q4 		$119K Sell
3,054
-241
-7% -$8.83K ﹤0.01% 1426
2024
Q3 		$115K Sell
3,295
-1,428
-30% -$48.4K ﹤0.01% 1406
2024
Q2 		$171K Buy
4,723
+74
+2% +$2.65K ﹤0.01% 1351
2024
Q1 		$158K Sell
4,649
-916
-16% -$33.8K ﹤0.01% 1362
2023
Q4 		$220K Buy
5,565
+1,500
+37% +$56K ﹤0.01% 1254
2023
Q3 		$140K Buy
4,065
+10
+0.2% +$360 ﹤0.01% 1405
2023
Q2 		$148K Buy
4,055
+790
+24% +$29.1K ﹤0.01% 1400
2023
Q1 		$130K Sell
3,265
-280
-8% -$10.3K ﹤0.01% 1423
2022
Q4 		$135K Hold
3,545
– – ﹤0.01% 1461
2022
Q3 		$130K Sell
3,545
-1,515
-30% -$49.7K ﹤0.01% 1397
2022
Q2 		$191K Hold
5,060
– – ﹤0.01% 1323
2022
Q1 		$192K Buy
5,060
+480
+10% +$17.9K ﹤0.01% 1391
2021
Q4 		$161K Buy
4,580
+160
+4% +$6.11K ﹤0.01% 1343
2021
Q3 		$152 Hold
4,420
– – ﹤0.01% 1521
2021
Q2 		$161 Buy
4,420
+920
+26% +$31.4K ﹤0.01% 1480
2021
Q1 		$106 Buy
3,500
+500
+17% +$14.9K ﹤0.01% 1725
2020
Q4 		$94K Buy
3,000
+700
+30% +$16.3K ﹤0.01% 1755
2020
Q3 		$51K Buy
+2,300
New +$53.5K ﹤0.01% 1803

Other funds holding SMPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Nisa Investment Advisors's SMPL Position: Q2 2026 in Review

Nisa Investment Advisors increased its Simply Good Foods (SMPL) stake by 208% in Q2 2026, buying an estimated $40K and bringing the position to 4,796 shares worth $63.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Nisa Investment Advisors first reported a position in SMPL in Q3 2020 and has held it in 24 quarters since. The position peaked at $220K in Q4 2023. 125 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Nisa Investment Advisors held 4,796 shares of Simply Good Foods worth $63.7K as of Q2 2026.
  • Nisa Investment Advisors bought 3,239 Simply Good Foods shares in Q2 2026, an estimated $40K.
  • Simply Good Foods made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1757 holding.
  • Nisa Investment Advisors first reported a position in Simply Good Foods in Q3 2020 and has held it in 24 quarters since.
  • Nisa Investment Advisors's Simply Good Foods position peaked at $220K in Q4 2023.
  • 125 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.