Sequoia Financial Advisors’s Simply Good Foods SMPL Stock Holding History

Sequoia Financial Advisors’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	$167K	Buy	+12,594	New	+$155K	﹤0.01%	2020
2025 Q1	–	Sell	-6,227	Closed	-$243K	–	1460
2024 Q4	$243K	Buy	6,227 +15	+0.2%	+$549	﹤0.01%	1126
2024 Q3	$216K	Buy	6,212 +1	+0%	+$34	﹤0.01%	1136
2024 Q2	$224K	Buy	+6,211	New	+$222K	﹤0.01%	1041
2024 Q1	–	Sell	-5,843	Closed	-$231K	–	1273
2023 Q4	$231K	Buy	+5,843	New	+$218K	﹤0.01%	1038

Other funds holding SMPL

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LFS

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Sequoia Financial Advisors's SMPL Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Simply Good Foods (SMPL) in Q2 2026: 12,594 shares worth $167K. The stake represents ﹤0.01% of the portfolio and ranks #2020 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in SMPL as recently as Q4 2024.

Sequoia Financial Advisors first reported a position in SMPL in Q4 2023 and has held it in 5 quarters since. The position peaked at $243K in Q4 2024. 32 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Sequoia Financial Advisors held 12,594 shares of Simply Good Foods worth $167K as of Q2 2026.
Simply Good Foods was a new Sequoia Financial Advisors position in Q2 2026.
Simply Good Foods made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2020 holding.
Sequoia Financial Advisors first reported a position in Simply Good Foods in Q4 2023 and has held it in 5 quarters since.
Sequoia Financial Advisors's Simply Good Foods position peaked at $243K in Q4 2024.
32 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.