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Principal Securities’s Simply Good Foods SMPL Stock Holding History

Principal Securities’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
-565
Closed -$14K – 3197
2025
Q3 		$14K Sell
565
-365
-39% -$10.8K ﹤0.01% 2579
2025
Q2 		$29.4K Sell
930
-12
-1% -$417 ﹤0.01% 2139
2025
Q1 		$36.7K Hold
942
– – ﹤0.01% 1900
2024
Q4 		$36.7K Sell
942
-92
-9% -$3.37K ﹤0.01% 1896
2024
Q3 		$36K Buy
1,034
+184
+22% +$6.24K ﹤0.01% 1834
2024
Q2 		$30.7K Sell
850
-158
-16% -$5.65K ﹤0.01% 1851
2024
Q1 		$34.3K Buy
1,008
+106
+12% +$3.91K ﹤0.01% 1732
2023
Q4 		$35.7K Buy
+902
New +$33.7K ﹤0.01% 1629

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

Principal Securities's SMPL Position: Q4 2025 in Review

Principal Securities sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 565 shares — an estimated $14K sold.

Principal Securities first reported a position in SMPL in Q4 2023 and held it in 8 quarters. The position peaked at $36.7K in Q1 2025. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • Principal Securities reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 565 Simply Good Foods shares in Q4 2025, an estimated $14K.
  • Principal Securities first reported a position in Simply Good Foods in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Simply Good Foods position peaked at $36.7K in Q1 2025.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.