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Summit Securities Group’s Simply Good Foods SMPL Stock Holding History

Summit Securities 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
Q2 		$9.49K Buy
+715
New +$8.82K ﹤0.01% 850
2025
Q2 		– Sell
-572
Closed -$19.7K – 1405
2025
Q1 		$19.7K Buy
+572
New +$20.7K ﹤0.01% 467

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Securities Group's SMPL Position: Q2 2026 in Review

Summit Securities Group opened a new position in Simply Good Foods (SMPL) in Q2 2026: 715 shares worth $9.49K. The stake represents ﹤0.01% of the portfolio and ranks #850 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in SMPL as recently as Q1 2025.

Summit Securities Group first reported a position in SMPL in Q1 2025 and has held it in 2 quarters since. The position peaked at $19.7K in Q1 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Summit Securities Group held 715 shares of Simply Good Foods worth $9.49K as of Q2 2026.
  • Simply Good Foods was a new Summit Securities Group position in Q2 2026.
  • Simply Good Foods made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #850 holding.
  • Summit Securities Group first reported a position in Simply Good Foods in Q1 2025 and has held it in 2 quarters since.
  • Summit Securities Group's Simply Good Foods position peaked at $19.7K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.