Moody National Bank Trust Division’s Simply Good Foods SMPL Stock Holding History

Moody National Bank Trust Division’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 Q2	–	Sell	-6,420	Closed	-$221K	–	512
2025 Q1	$221K	Sell	6,420 -630	-9%	-$22.8K	0.02%	455
2024 Q4	$275K	Sell	7,050 -900	-11%	-$33K	0.03%	414
2024 Q3	$276K	Buy	7,950 +1,060	+15%	+$35.9K	0.03%	403
2024 Q2	$249K	Hold	6,890	–	–	0.02%	405
2024 Q1	$234K	Buy	+6,890	New	+$254K	0.02%	426
2019 Q2	–	Sell	-188	Closed	-$4K	–	878
2019 Q1	$4K	Buy	+188	New	+$3.75K	﹤0.01%	1080

Other funds holding SMPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BTW

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Moody National Bank Trust Division's SMPL Position: Q2 2025 in Review

Moody National Bank Trust Division sold out of Simply Good Foods (SMPL) in Q2 2025, closing a stake of 6,420 shares — an estimated $221K sold.

Moody National Bank Trust Division first reported a position in SMPL in Q1 2019 and held it in 6 quarters. The position peaked at $276K in Q3 2024. 311 funds tracked by Wall St. Rank hold SMPL as of Q2 2025.

Moody National Bank Trust Division reported no remaining Simply Good Foods position as of Q2 2025 after selling out during the quarter.
Moody National Bank Trust Division sold 6,420 Simply Good Foods shares in Q2 2025, an estimated $221K.
Moody National Bank Trust Division first reported a position in Simply Good Foods in Q1 2019 and held it in 6 quarters.
Moody National Bank Trust Division's Simply Good Foods position peaked at $276K in Q3 2024.
311 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2025.

Based on Moody National Bank Trust Division's 13F filing for Q2 2025, filed 10 Jul 2025.