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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
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 $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

Root Financial Partners's SMPL Position: Q1 2026 in Review

Root Financial Partners increased its Simply Good Foods (SMPL) stake by 43% in Q1 2026, buying an estimated $173 and bringing the position to 33 shares worth $474. The position accounts for ﹤0.01% of the portfolio, ranked #2883.

Root Financial Partners first reported a position in SMPL in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.28K in Q3 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Root Financial Partners held 33 shares of Simply Good Foods worth $474 as of Q1 2026.
  • Root Financial Partners bought 10 Simply Good Foods shares in Q1 2026, an estimated $173.
  • Simply Good Foods made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2883 holding.
  • Root Financial Partners first reported a position in Simply Good Foods in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Simply Good Foods position peaked at $3.28K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.