SVB Wealth’s Simply Good Foods SMPL Stock Holding History

SVB Wealth’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	-200	Closed	-$6.9K	–	1449
2025 Q1	$6.9K	Buy	+200	New	+$7.24K	﹤0.01%	955

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

SVB Wealth's SMPL Position: Q2 2025 in Review

SVB Wealth sold out of Simply Good Foods (SMPL) in Q2 2025, closing a stake of 200 shares — an estimated $6.9K sold.

SVB Wealth first reported a position in SMPL in Q1 2025 and held it in 1 quarter. The position peaked at $6.9K in Q1 2025. 311 funds tracked by Wall St. Rank hold SMPL as of Q2 2025.

SVB Wealth reported no remaining Simply Good Foods position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 200 Simply Good Foods shares in Q2 2025, an estimated $6.9K.
SVB Wealth first reported a position in Simply Good Foods in Q1 2025 and held it in 1 quarter.
SVB Wealth's Simply Good Foods position peaked at $6.9K in Q1 2025.
311 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.