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

Private 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 Q3	$2.22K	Buy	234 +62	+36%	+$681	﹤0.01%	1153
2026 Q2	$2.28K	Buy	172 +132	+330%	+$1.63K	﹤0.01%	1117
2026 Q1	$574	Sell	40 -145	-78%	-$2.5K	﹤0.01%	1362
2025 Q4	$3.72K	Buy	+185	New	+$3.85K	﹤0.01%	890

Other funds holding SMPL

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Private Wealth Management Group's SMPL Position: Q3 2026 in Review

Private Wealth Management Group increased its Simply Good Foods (SMPL) stake by 36% in Q3 2026, buying an estimated $681 and bringing the position to 234 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Private Wealth Management Group first reported a position in SMPL in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.72K in Q4 2025. 36 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

Private Wealth Management Group held 234 shares of Simply Good Foods worth $2.22K as of Q3 2026.
Private Wealth Management Group bought 62 Simply Good Foods shares in Q3 2026, an estimated $681.
Simply Good Foods made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1153 holding.
Private Wealth Management Group first reported a position in Simply Good Foods in Q4 2025 and has held it in 4 quarters since.
Private Wealth Management Group's Simply Good Foods position peaked at $3.72K in Q4 2025.
36 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.