United Capital Financial Advisors’s Simply Good Foods SMPL Stock Holding History

United Capital 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	$170K	Buy	+12,771	New	+$158K	﹤0.01%	1567

Other funds holding SMPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Capital Financial Advisors's SMPL Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Simply Good Foods (SMPL) in Q2 2026: 12,771 shares worth $170K. The stake represents ﹤0.01% of the portfolio and ranks #1567 among its holdings.

300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

United Capital Financial Advisors held 12,771 shares of Simply Good Foods worth $170K as of Q2 2026.
Simply Good Foods was a new United Capital Financial Advisors position in Q2 2026.
Simply Good Foods made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1567 holding.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.