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Rothschild Investment LLC’s Simply Good Foods SMPL Stock Holding History

Rothschild Investment LLC’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 		$12.5K Buy
944
+604
+178% +$7.46K ﹤0.01% 1761
2026
Q1 		$4.88K Buy
340
+176
+107% +$3.04K ﹤0.01% 2065
2025
Q4 		$3.29K Buy
+164
New +$3.41K ﹤0.01% 2108
2025
Q3 		– Sell
-55
Closed -$1.74K – 3238
2025
Q2 		$1.74K Sell
55
-60
-52% -$2.09K ﹤0.01% 2162
2025
Q1 		$3.97K Buy
115
+25
+28% +$904 ﹤0.01% 1545
2024
Q4 		$3.51K Buy
90
+35
+64% +$1.28K ﹤0.01% 1493
2024
Q3 		$1.91K Buy
55
+20
+57% +$678 ﹤0.01% 1751
2024
Q2 		$1.26K Buy
35
+25
+250% +$893 ﹤0.01% 1547
2024
Q1 		$340 Buy
+10
New +$369 ﹤0.01% 1502

Other funds holding SMPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's SMPL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Simply Good Foods (SMPL) stake by 178% in Q2 2026, buying an estimated $7.46K and bringing the position to 944 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1761.

Rothschild Investment LLC first reported a position in SMPL in Q1 2024 and has held it in 9 quarters since. 116 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Rothschild Investment LLC held 944 shares of Simply Good Foods worth $12.5K as of Q2 2026.
  • Rothschild Investment LLC bought 604 Simply Good Foods shares in Q2 2026, an estimated $7.46K.
  • Simply Good Foods made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1761 holding.
  • Rothschild Investment LLC first reported a position in Simply Good Foods in Q1 2024 and has held it in 9 quarters since.
  • 116 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.