Raymond James Financial
SMPL icon

Raymond James Financial’s Simply Good Foods SMPL Stock Holding History

Raymond James Financial’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 		$3.75M Buy
260,984
+146,198
+127% +$2.52M ﹤0.01% 2823
2025
Q4 		$2.3M Buy
114,786
+83,537
+267% +$1.74M ﹤0.01% 3160
2025
Q3 		$776K Sell
31,249
-13,043
-29% -$385K ﹤0.01% 3849
2025
Q2 		$1.4M Buy
44,292
+4,631
+12% +$161K ﹤0.01% 3345
2025
Q1 		$1.37M Sell
39,661
-8,126
-17% -$294K ﹤0.01% 3268
2024
Q4 		$1.86M Buy
+47,787
New +$1.75M ﹤0.01% 3023

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