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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Private Client Wealth's SMPL Position: Q1 2026 in Review

TD Private Client Wealth held its Simply Good Foods (SMPL) position steady in Q1 2026 at 3,068 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

TD Private Client Wealth first reported a position in SMPL in Q1 2022 and has held it in 16 quarters since. The position peaked at $215K in Q4 2024. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • TD Private Client Wealth held 3,068 shares of Simply Good Foods worth $44K as of Q1 2026.
  • TD Private Client Wealth left its Simply Good Foods share count unchanged in Q1 2026.
  • Simply Good Foods made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #896 holding.
  • TD Private Client Wealth first reported a position in Simply Good Foods in Q1 2022 and has held it in 16 quarters since.
  • TD Private Client Wealth's Simply Good Foods position peaked at $215K in Q4 2024.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.