Congress Wealth Management’s Simply Good Foods SMPL Stock Holding History

Congress Wealth Management's SMPL Position: Q2 2025 in Review

Congress Wealth Management increased its Simply Good Foods (SMPL) stake by 4.1% in Q2 2025, buying an estimated $118K and bringing the position to 85,363 shares worth $2.7M. The position accounts for 0.03% of the portfolio, ranked #508.

Congress Wealth Management first reported a position in SMPL in Q4 2021 and has held it in 15 quarters since. The position peaked at $7.46M in Q4 2023. 311 funds tracked by Wall St. Rank hold SMPL as of Q2 2025.

• Congress Wealth Management held 85,363 shares of Simply Good Foods worth $2.7M as of Q2 2025.
• Congress Wealth Management bought 3,398 Simply Good Foods shares in Q2 2025, an estimated $118K.
• Simply Good Foods made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #508 holding.
• Congress Wealth Management first reported a position in Simply Good Foods in Q4 2021 and has held it in 15 quarters since.
• Congress Wealth Management's Simply Good Foods position peaked at $7.46M in Q4 2023.
• 311 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.