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Fulton Bank’s Simply Good Foods SMPL Stock Holding History

Fulton 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
2025
Q4 		– Sell
-10,401
Closed -$258K – 690
2025
Q3 		$258K Sell
10,401
-116
-1% -$3.42K 0.01% 588
2025
Q2 		$332K Buy
10,517
+6
+0.1% +$209 0.01% 518
2025
Q1 		$363K Sell
10,511
-171
-2% -$6.19K 0.01% 487
2024
Q4 		$416K Buy
10,682
+1,146
+12% +$42K 0.02% 462
2024
Q3 		$332K Buy
9,536
+443
+5% +$15K 0.01% 521
2024
Q2 		$329K Buy
9,093
+840
+10% +$30K 0.01% 500
2024
Q1 		$281K Sell
8,253
-1,025
-11% -$37.8K 0.01% 514
2023
Q4 		$367K Buy
9,278
+684
+8% +$25.5K 0.02% 434
2023
Q3 		$297K Buy
8,594
+539
+7% +$19.4K 0.01% 453
2023
Q2 		$295K Sell
8,055
-416
-5% -$15.3K 0.01% 449
2023
Q1 		$337K Sell
8,471
-574
-6% -$21.2K 0.02% 402
2022
Q4 		$344K Buy
9,045
+2,181
+32% +$80.5K 0.02% 378
2022
Q3 		$220K Buy
+6,864
New +$225K 0.01% 441

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

Fulton Bank's SMPL Position: Q4 2025 in Review

Fulton Bank sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 10,401 shares — an estimated $258K sold.

Fulton Bank first reported a position in SMPL in Q3 2022 and held it in 13 quarters. The position peaked at $416K in Q4 2024. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • Fulton Bank reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
  • Fulton Bank sold 10,401 Simply Good Foods shares in Q4 2025, an estimated $258K.
  • Fulton Bank first reported a position in Simply Good Foods in Q3 2022 and held it in 13 quarters.
  • Fulton Bank's Simply Good Foods position peaked at $416K in Q4 2024.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Fulton Bank's 13F filing for Q4 2025, filed 8 Jan 2026.