Amalgamated Bank’s Simply Good Foods SMPL Stock Holding History

Amalgamated Bank’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	$297K	Sell	22,387 -2,373	-10%	-$29.3K	﹤0.01%	1505
2026 Q1	$355K	Sell	24,760 -2,123	-8%	-$36.6K	﹤0.01%	1432
2025 Q4	$540K	Sell	26,883 -229	-0.8%	-$4.76K	﹤0.01%	1293
2025 Q3	$673K	Buy	27,112 +905	+3%	+$26.7K	﹤0.01%	1206
2025 Q2	$828K	Hold	26,207	–	–	0.01%	1109
2025 Q1	$904K	Sell	26,207 -541	-2%	-$19.6K	0.01%	1065
2024 Q4	$1.04M	Sell	26,748 -111	-0.4%	-$4.07K	0.01%	1038
2024 Q3	$934K	Sell	26,859 -936	-3%	-$31.7K	0.01%	1075
2024 Q2	$1M	Sell	27,795 -834	-3%	-$29.8K	0.01%	1036
2024 Q1	$974K	Sell	28,629 -10,065	-26%	-$371K	0.01%	1056
2023 Q4	$1.53M	Sell	38,694 -1,750	-4%	-$65.3K	0.01%	1000
2023 Q3	$1.4M	Buy	40,444 +1,004	+3%	+$36.1K	0.01%	996
2023 Q2	$1.44M	Sell	39,440 -104	-0.3%	-$3.83K	0.01%	996
2023 Q1	$1.57M	Sell	39,544 -2,340	-6%	-$86.5K	0.01%	952
2022 Q4	$1.59M	Sell	41,884 -705	-2%	-$26K	0.01%	980
2022 Q3	$1.36M	Sell	42,589 -152	-0.4%	-$4.99K	0.01%	984
2022 Q2	$1.61M	Buy	42,741 +4,332	+11%	+$172K	0.02%	945
2022 Q1	$1.46M	Sell	38,409 -1,697	-4%	-$63.3K	0.01%	1053
2021 Q4	$1.67M	Sell	40,106 -900	-2%	-$34.4K	0.01%	1025
2021 Q3	$1.41M	Sell	41,006 -824	-2%	-$29.6K	0.01%	1080
2021 Q2	$1.53M	Buy	41,830 +34,900	+504%	+$1.19M	0.01%	1081
2021 Q1	$211K	Sell	6,930 -447	-6%	-$13.3K	0.01%	1461
2020 Q4	$231K	Buy	+7,377	New	+$172K	0.01%	1369
2020 Q2	–	Sell	-12,788	Closed	-$246K	–	1632
2020 Q1	$246K	Sell	12,788 -369	-3%	-$8.07K	0.01%	1250
2019 Q4	$376K	Buy	13,157 +2,844	+28%	+$75K	0.01%	1269
2019 Q3	$299K	Sell	10,313 -207	-2%	-$5.78K	0.01%	1326
2019 Q2	$253K	Buy	+10,520	New	+$239K	0.01%	1457

Other funds holding SMPL

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Amalgamated Bank's SMPL Position: Q2 2026 in Review

Amalgamated Bank reduced its Simply Good Foods (SMPL) stake by 9.6% in Q2 2026, selling an estimated $29.3K and leaving 22,387 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Amalgamated Bank first reported a position in SMPL in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.67M in Q4 2021. 125 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Amalgamated Bank held 22,387 shares of Simply Good Foods worth $297K as of Q2 2026.
Amalgamated Bank sold 2,373 Simply Good Foods shares in Q2 2026, an estimated $29.3K.
Simply Good Foods made up ﹤0.01% of Amalgamated Bank's portfolio in Q2 2026, its #1505 holding.
Amalgamated Bank first reported a position in Simply Good Foods in Q2 2019 and has held it in 27 quarters since.
Amalgamated Bank's Simply Good Foods position peaked at $1.67M in Q4 2021.
125 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.