Back to SMPL
PRINCIPAL FINANCIAL GROUP INC → SMPL
PRINCIPAL FINANCIAL GROUP INC SMPL Position History
The Simply Good Foods Company • Consumer Defensive
Quarters held
10
Latest value
$3.6M
Q3 2026
Peak value
$12.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $172K |
| Q3 2025 | $12.9M |
| Q4 2025 | $11.2M |
| Q4 2025 | $99K |
| Q1 2026 | $75K |
| Q1 2026 | $5.9M |
| Q2 2026 | $5.3M |
| Q2 2026 | $24K |
| Q3 2026 | $39K |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 380.7K | — | — |
| Q3 2026 | $39K | 4.1K | — | — |
| Q2 2026 | $24K | 1.8K | — | — |
| Q2 2026 | $5.3M | 400.6K | — | — |
| Q1 2026 | $5.9M | 410.3K | — | — |
| Q1 2026 | $75K | 5.2K | — | — |
| Q4 2025 | $99K | 5.0K | — | — |
| Q4 2025 | $11.2M | 556.4K | — | — |
| Q3 2025 | $12.9M | 517.7K | — | — |
| Q3 2025 | $172K | 6.9K | — | — |
Other funds holding SMPL
$368.7M
$353.6M
$352M
$323M
$239.6M
$198.1M
$147.5M