Raymond James Financial
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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
Q2 		$1.65M Sell
124,165
-136,819
-52% -$1.69M ﹤0.01% 3638
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 $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 $3.38T AUM 44.17% 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

Raymond James Financial's SMPL Position: Q2 2026 in Review

Raymond James Financial reduced its Simply Good Foods (SMPL) stake by 52% in Q2 2026, selling an estimated $1.69M and leaving 124,165 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #3638.

Raymond James Financial first reported a position in SMPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.75M in Q1 2026. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Raymond James Financial held 124,165 shares of Simply Good Foods worth $1.65M as of Q2 2026.
  • Raymond James Financial sold 136,819 Simply Good Foods shares in Q2 2026, an estimated $1.69M.
  • Simply Good Foods made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3638 holding.
  • Raymond James Financial first reported a position in Simply Good Foods in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Simply Good Foods position peaked at $3.75M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.