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Rialto Wealth Management’s Simply Good Foods SMPL Stock Holding History

Rialto Wealth Management’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 		$503 Buy
35
+9
+35% +$155 ﹤0.01% 1380
2025
Q4 		$523 Buy
26
+4
+18% +$83 ﹤0.01% 1248
2025
Q3 		$547 Buy
22
+20
+1,000% +$591 ﹤0.01% 1182
2025
Q2 		$64 Buy
+2
New +$70 ﹤0.01% 1601

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

Rialto Wealth Management's SMPL Position: Q1 2026 in Review

Rialto Wealth Management increased its Simply Good Foods (SMPL) stake by 35% in Q1 2026, buying an estimated $155 and bringing the position to 35 shares worth $503. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Rialto Wealth Management first reported a position in SMPL in Q2 2025 and has held it in 4 quarters since. The position peaked at $547 in Q3 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Rialto Wealth Management held 35 shares of Simply Good Foods worth $503 as of Q1 2026.
  • Rialto Wealth Management bought 9 Simply Good Foods shares in Q1 2026, an estimated $155.
  • Simply Good Foods made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1380 holding.
  • Rialto Wealth Management first reported a position in Simply Good Foods in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's Simply Good Foods position peaked at $547 in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.