Root Financial Partners
SMPL icon

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
Q3 		$256 Buy
+27
New +$297 ﹤0.01% 3450
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
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Root Financial Partners's SMPL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Simply Good Foods (SMPL) in Q3 2026: 27 shares worth $256. The stake represents ﹤0.01% of the portfolio and ranks #3450 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SMPL as recently as Q1 2026.

Root Financial Partners first reported a position in SMPL in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.28K in Q3 2025. 206 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

  • Root Financial Partners held 27 shares of Simply Good Foods worth $256 as of Q3 2026.
  • Simply Good Foods was a new Root Financial Partners position in Q3 2026.
  • Simply Good Foods made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3450 holding.
  • Root Financial Partners first reported a position in Simply Good Foods in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Simply Good Foods position peaked at $3.28K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.