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Prestige Wealth Management Group’s Simply Good Foods SMPL Stock Holding History

Prestige Wealth Management Group’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 		$259 Buy
+18
New +$311 ﹤0.01% 1052

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 $8.82B AUM 7.52% 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

Prestige Wealth Management Group's SMPL Position: Q1 2026 in Review

Prestige Wealth Management Group opened a new position in Simply Good Foods (SMPL) in Q1 2026: 18 shares worth $259. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings.

276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Prestige Wealth Management Group held 18 shares of Simply Good Foods worth $259 as of Q1 2026.
  • Simply Good Foods was a new Prestige Wealth Management Group position in Q1 2026.
  • Simply Good Foods made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q1 2026, its #1052 holding.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.