CIBC Private Wealth Group
SMPL icon

CIBC Private Wealth Group’s Simply Good Foods SMPL Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$30.8K Buy
1,535
+81
+6% +$1.69K ﹤0.01% 1993
2025
Q3 		$36.1K Buy
1,454
+414
+40% +$12.2K ﹤0.01% 1935
2025
Q2 		$32.9K Hold
1,040
– – ﹤0.01% 1828
2025
Q1 		$34.5K Sell
1,040
-20
-2% -$724 ﹤0.01% 1772
2024
Q4 		$38K Buy
1,060
+445
+72% +$16.3K ﹤0.01% 1788
2024
Q3 		$21.4K Buy
615
+570
+1,267% +$19.3K ﹤0.01% 2125
2024
Q2 		$1.62K Buy
+45
New +$1.61K ﹤0.01% 2802
2018
Q3 		– Sell
-700
Closed -$10K – 1609
2018
Q2 		$10K Buy
+700
New +$9.39K ﹤0.01% 1570

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CIBC Private Wealth Group's SMPL Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Simply Good Foods (SMPL) stake by 5.6% in Q4 2025, buying an estimated $1.69K and bringing the position to 1,535 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

CIBC Private Wealth Group first reported a position in SMPL in Q2 2018 and has held it in 8 quarters since. The position peaked at $38K in Q4 2024. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • CIBC Private Wealth Group held 1,535 shares of Simply Good Foods worth $30.8K as of Q4 2025.
  • CIBC Private Wealth Group bought 81 Simply Good Foods shares in Q4 2025, an estimated $1.69K.
  • Simply Good Foods made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1993 holding.
  • CIBC Private Wealth Group first reported a position in Simply Good Foods in Q2 2018 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Simply Good Foods position peaked at $38K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.