Perigon Wealth Management
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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
Q3 		– Sell
-20,751
Closed -$276K – 1551
2026
Q2 		$276K Buy
+20,751
New +$256K ﹤0.01% 1172

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New York State Teachers Retirement System (NYSTRS)
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SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
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Louisiana State Employees Retirement System
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State of Alaska Department of Revenue
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Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Perigon Wealth Management's SMPL Position: Q3 2026 in Review

Perigon Wealth Management sold out of Simply Good Foods (SMPL) in Q3 2026, closing a stake of 20,751 shares — an estimated $276K sold.

Perigon Wealth Management first reported a position in SMPL in Q2 2026 and held it in 1 quarter. The position peaked at $276K in Q2 2026. 34 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

  • Perigon Wealth Management reported no remaining Simply Good Foods position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 20,751 Simply Good Foods shares in Q3 2026, an estimated $276K.
  • Perigon Wealth Management first reported a position in Simply Good Foods in Q2 2026 and held it in 1 quarter.
  • Perigon Wealth Management's Simply Good Foods position peaked at $276K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.