Stifel Financial
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Stifel Financial’s Simply Good Foods SMPL Stock Holding History

Stifel Financial’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
-20,416
Closed -$507K – 3705
2025
Q3 		$507K Sell
20,416
-3,473
-15% -$103K ﹤0.01% 2809
2025
Q2 		$755K Sell
23,889
-1,138
-5% -$39.6K ﹤0.01% 2523
2025
Q1 		$863K Buy
25,027
+2,847
+13% +$103K ﹤0.01% 2330
2024
Q4 		$865K Sell
22,180
-4,508
-17% -$165K ﹤0.01% 2344
2024
Q3 		$928K Buy
26,688
+498
+2% +$16.9K ﹤0.01% 2278
2024
Q2 		$946K Sell
26,190
-7,689
-23% -$275K ﹤0.01% 2195
2024
Q1 		$1.15M Buy
33,879
+10,365
+44% +$382K ﹤0.01% 2092
2023
Q4 		$931K Buy
23,514
+956
+4% +$35.7K ﹤0.01% 2186
2023
Q3 		$779K Buy
22,558
+562
+3% +$20.2K ﹤0.01% 2215
2023
Q2 		$805K Sell
21,996
-2,075
-9% -$76.3K ﹤0.01% 2213
2023
Q1 		$957K Buy
24,071
+8,475
+54% +$313K ﹤0.01% 2092
2022
Q4 		$593K Buy
15,596
+2,335
+18% +$86.2K ﹤0.01% 2377
2022
Q3 		$424K Buy
13,261
+169
+1% +$5.55K ﹤0.01% 2526
2022
Q2 		$494K Sell
13,092
-351
-3% -$13.9K ﹤0.01% 2474
2022
Q1 		$510K Sell
13,443
-149
-1% -$5.56K ﹤0.01% 2573
2021
Q4 		$565K Buy
13,592
+459
+3% +$17.5K ﹤0.01% 2526
2021
Q3 		$453K Sell
13,133
-4,146
-24% -$149K ﹤0.01% 2629
2021
Q2 		$631K Sell
17,279
-279
-2% -$9.54K ﹤0.01% 2441
2021
Q1 		$534K Sell
17,558
-45
-0.3% -$1.34K ﹤0.01% 2448
2020
Q4 		$552K Buy
17,603
+4,704
+36% +$109K ﹤0.01% 2260
2020
Q3 		$284K Buy
12,899
+639
+5% +$14.9K ﹤0.01% 2441
2020
Q2 		$228K Buy
12,260
+180
+1% +$3.19K ﹤0.01% 2523
2020
Q1 		$239K Sell
12,080
-43,127
-78% -$943K ﹤0.01% 2342
2019
Q4 		$1.58M Sell
55,207
-39,680
-42% -$1.05M ﹤0.01% 1500
2019
Q3 		$2.75M Buy
+94,887
New +$2.65M 0.01% 1108
2018
Q4 		– Sell
-11,500
Closed -$225K – 2801
2018
Q3 		$225K Buy
11,500
+284
+3% +$4.94K ﹤0.01% 2518
2018
Q2 		$154K Buy
+11,216
New +$150K ﹤0.01% 2591

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

Stifel Financial's SMPL Position: Q4 2025 in Review

Stifel Financial sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 20,416 shares — an estimated $507K sold.

Stifel Financial first reported a position in SMPL in Q2 2018 and held it in 27 quarters. The position peaked at $2.75M in Q3 2019. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • Stifel Financial reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 20,416 Simply Good Foods shares in Q4 2025, an estimated $507K.
  • Stifel Financial first reported a position in Simply Good Foods in Q2 2018 and held it in 27 quarters.
  • Stifel Financial's Simply Good Foods position peaked at $2.75M in Q3 2019.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.