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Pinnacle Wealth Planning Services’s Simply Good Foods SMPL Stock Holding History

Pinnacle Wealth Planning 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 		$43.5K Buy
3,275
+1,970
+151% +$24.3K ﹤0.01% 1377
2026
Q1 		$18.7K Sell
1,305
-1,468
-53% -$25.3K ﹤0.01% 1722
2025
Q4 		$55.7K Buy
+2,773
New +$57.7K 0.01% 1121

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

Pinnacle Wealth Planning Services's SMPL Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Simply Good Foods (SMPL) stake by 151% in Q2 2026, buying an estimated $24.3K and bringing the position to 3,275 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Pinnacle Wealth Planning Services first reported a position in SMPL in Q4 2025 and has held it in 3 quarters since. The position peaked at $55.7K in Q4 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,275 shares of Simply Good Foods worth $43.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,970 Simply Good Foods shares in Q2 2026, an estimated $24.3K.
  • Simply Good Foods made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1377 holding.
  • Pinnacle Wealth Planning Services first reported a position in Simply Good Foods in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Simply Good Foods position peaked at $55.7K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.