Root Financial Partners’s Simply Good Foods SMPL Stock Holding History

Root Financial Partners’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	–	Sell	-33	Closed	-$474	–	2748
2026 Q1	$474	Buy	33 +10	+43%	+$173	﹤0.01%	2883
2025 Q4	$462	Sell	23 -109	-83%	-$2.27K	﹤0.01%	2219
2025 Q3	$3.28K	Buy	+132	New	+$3.9K	﹤0.01%	1857

Other funds holding SMPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Root Financial Partners's SMPL Position: Q2 2026 in Review

Root Financial Partners sold out of Simply Good Foods (SMPL) in Q2 2026, closing a stake of 33 shares — an estimated $474 sold.

Root Financial Partners first reported a position in SMPL in Q3 2025 and held it in 3 quarters. The position peaked at $3.28K in Q3 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Root Financial Partners reported no remaining Simply Good Foods position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 33 Simply Good Foods shares in Q2 2026, an estimated $474.
Root Financial Partners first reported a position in Simply Good Foods in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Simply Good Foods position peaked at $3.28K in Q3 2025.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.