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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's SMPL Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Simply Good Foods (SMPL) stake by 53% in Q1 2026, selling an estimated $25.3K and leaving 1,305 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Pinnacle Wealth Planning Services first reported a position in SMPL in Q4 2025 and has held it in 2 quarters since. The position peaked at $55.7K in Q4 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,305 shares of Simply Good Foods worth $18.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 1,468 Simply Good Foods shares in Q1 2026, an estimated $25.3K.
  • Simply Good Foods made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1722 holding.
  • Pinnacle Wealth Planning Services first reported a position in Simply Good Foods in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Simply Good Foods position peaked at $55.7K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.