Salomon & Ludwin
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Salomon & Ludwin’s Simply Good Foods SMPL Stock Holding History

Salomon & Ludwin’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 		$17.2K Buy
1,811
+892
+97% +$9.8K ﹤0.01% 1035
2026
Q2 		$12.4K Buy
+919
New +$11.3K ﹤0.01% 1484
2026
Q1 		– Sell
-735
Closed -$13.8K – 2183
2025
Q4 		$13.8K Buy
+735
New +$15.3K ﹤0.01% 1196

Other funds holding SMPL

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
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Salomon & Ludwin's SMPL Position: Q3 2026 in Review

Salomon & Ludwin increased its Simply Good Foods (SMPL) stake by 97% in Q3 2026, buying an estimated $9.8K and bringing the position to 1,811 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Salomon & Ludwin first reported a position in SMPL in Q4 2025 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

  • Salomon & Ludwin held 1,811 shares of Simply Good Foods worth $17.2K as of Q3 2026.
  • Salomon & Ludwin bought 892 Simply Good Foods shares in Q3 2026, an estimated $9.8K.
  • Simply Good Foods made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #1035 holding.
  • Salomon & Ludwin first reported a position in Simply Good Foods in Q4 2025 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.