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Johnson Financial Group Inc (Wisconsin)’s Simply Good Foods SMPL Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-1,444
Closed -$35.8K – 1089
2025
Q3 		$35.8K Buy
+1,444
New +$42.6K ﹤0.01% 654

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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Johnson Financial Group Inc (Wisconsin)'s SMPL Position: Q4 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 1,444 shares — an estimated $35.8K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SMPL in Q3 2025 and held it in 1 quarter. The position peaked at $35.8K in Q3 2025. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,444 Simply Good Foods shares in Q4 2025, an estimated $35.8K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Simply Good Foods in Q3 2025 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Simply Good Foods position peaked at $35.8K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2025, filed 12 Feb 2026.