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Perigon Wealth Management’s Simply Good Foods SMPL Stock Holding History

Perigon Wealth Management’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 		$276K Buy
+20,751
New +$256K ﹤0.01% 1172

Other funds holding SMPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
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
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Perigon Wealth Management's SMPL Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Simply Good Foods (SMPL) in Q2 2026: 20,751 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #1172 among its holdings.

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

  • Perigon Wealth Management held 20,751 shares of Simply Good Foods worth $276K as of Q2 2026.
  • Simply Good Foods was a new Perigon Wealth Management position in Q2 2026.
  • Simply Good Foods made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1172 holding.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.