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TD Private Client Wealth’s Simply Good Foods SMPL Stock Holding History

TD Private Client 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
2026
Q2 		– Sell
-3,068
Closed -$44K – 1759
2026
Q1 		$44K Hold
3,068
– – ﹤0.01% 896
2025
Q4 		$61.6K Buy
+3,068
New +$63.8K ﹤0.01% 849
2025
Q3 		– Sell
-5,277
Closed -$167K – 1563
2025
Q2 		$167K Sell
5,277
-45
-0.8% -$1.56K ﹤0.01% 673
2025
Q1 		$184K Sell
5,322
-190
-3% -$6.87K 0.01% 615
2024
Q4 		$215K Buy
5,512
+937
+20% +$34.3K 0.01% 589
2024
Q3 		$159K Buy
4,575
+1,887
+70% +$63.9K ﹤0.01% 649
2024
Q2 		$97.1K Hold
2,688
– – ﹤0.01% 696
2024
Q1 		$91.5K Buy
2,688
+744
+38% +$27.4K ﹤0.01% 705
2023
Q4 		$77K Buy
1,944
+270
+16% +$10.1K ﹤0.01% 732
2023
Q3 		$57.8K Hold
1,674
– – ﹤0.01% 742
2023
Q2 		$61.3K Buy
1,674
+604
+56% +$22.2K ﹤0.01% 741
2023
Q1 		$42.6K Sell
1,070
-13
-1% -$480 ﹤0.01% 800
2022
Q4 		$41.2K Buy
1,083
+281
+35% +$10.4K ﹤0.01% 783
2022
Q3 		$25.7K Hold
802
– – ﹤0.01% 862
2022
Q2 		$30.3K Hold
802
– – ﹤0.01% 834
2022
Q1 		$30.4K Buy
+802
New +$29.9K ﹤0.01% 869

Other funds holding SMPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TD Private Client Wealth's SMPL Position: Q2 2026 in Review

TD Private Client Wealth sold out of Simply Good Foods (SMPL) in Q2 2026, closing a stake of 3,068 shares — an estimated $44K sold.

TD Private Client Wealth first reported a position in SMPL in Q1 2022 and held it in 16 quarters. The position peaked at $215K in Q4 2024. 299 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • TD Private Client Wealth reported no remaining Simply Good Foods position as of Q2 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 3,068 Simply Good Foods shares in Q2 2026, an estimated $44K.
  • TD Private Client Wealth first reported a position in Simply Good Foods in Q1 2022 and held it in 16 quarters.
  • TD Private Client Wealth's Simply Good Foods position peaked at $215K in Q4 2024.
  • 299 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.