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SageView Advisory Group’s Simply Good Foods SMPL Stock Holding History

SageView Advisory Group’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 		– Sell
-150
Closed -$3.01K – 2141
2025
Q4 		$3.01K Buy
+150
New +$3.12K ﹤0.01% 2121
2024
Q2 		– Sell
-5,162
Closed -$398K – 741
2024
Q1 		$398K Buy
+5,162
New +$190K 0.02% 360

Other funds holding SMPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $2.3T AUM 54.33% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SageView Advisory Group's SMPL Position: Q1 2026 in Review

SageView Advisory Group sold out of Simply Good Foods (SMPL) in Q1 2026, closing a stake of 150 shares — an estimated $3.01K sold.

SageView Advisory Group first reported a position in SMPL in Q1 2024 and held it in 2 quarters. The position peaked at $398K in Q1 2024. 277 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • SageView Advisory Group reported no remaining Simply Good Foods position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 150 Simply Good Foods shares in Q1 2026, an estimated $3.01K.
  • SageView Advisory Group first reported a position in Simply Good Foods in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Simply Good Foods position peaked at $398K in Q1 2024.
  • 277 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.