UMB Bank’s Simply Good Foods SMPL Stock Holding History

UMB Bank’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	$12.6K	Buy	880 +480	+120%	+$8.28K	﹤0.01%	1771
2025 Q4	$8.03K	Buy	400 +5	+1%	+$104	﹤0.01%	1895
2025 Q3	$9.8K	Sell	395 -281	-42%	-$8.3K	﹤0.01%	1680
2025 Q2	$21.4K	Sell	676 -60	-8%	-$2.09K	﹤0.01%	1355
2025 Q1	$25.4K	Buy	736 +101	+16%	+$3.65K	﹤0.01%	1269
2024 Q4	$24.8K	Hold	635	–	–	﹤0.01%	1172
2024 Q3	$22.1K	Buy	635 +116	+22%	+$3.93K	﹤0.01%	1185
2024 Q2	$18.8K	Buy	519 +34	+7%	+$1.22K	﹤0.01%	1086
2024 Q1	$16.5K	Buy	485 +42	+9%	+$1.55K	﹤0.01%	1150
2023 Q4	$17.5K	Hold	443	–	–	﹤0.01%	1101
2023 Q3	$15.3K	Hold	443	–	–	﹤0.01%	1149
2023 Q2	$16.2K	Hold	443	–	–	﹤0.01%	1139
2023 Q1	$17.6K	Hold	443	–	–	﹤0.01%	1115
2022 Q4	$17K	Hold	443	–	–	﹤0.01%	1152
2022 Q3	$14K	Hold	443	–	–	﹤0.01%	1217
2022 Q2	$17K	Hold	443	–	–	﹤0.01%	1242
2022 Q1	$17K	Hold	443	–	–	﹤0.01%	1313
2021 Q4	$18K	Buy	+443	New	+$16.9K	﹤0.01%	1310

Other funds holding SMPL

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UMB Bank's SMPL Position: Q1 2026 in Review

UMB Bank increased its Simply Good Foods (SMPL) stake by 120% in Q1 2026, buying an estimated $8.28K and bringing the position to 880 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

UMB Bank first reported a position in SMPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $25.4K in Q1 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

UMB Bank held 880 shares of Simply Good Foods worth $12.6K as of Q1 2026.
UMB Bank bought 480 Simply Good Foods shares in Q1 2026, an estimated $8.28K.
Simply Good Foods made up ﹤0.01% of UMB Bank's portfolio in Q1 2026, its #1771 holding.
UMB Bank first reported a position in Simply Good Foods in Q4 2021 and has held it in 18 quarters since.
UMB Bank's Simply Good Foods position peaked at $25.4K in Q1 2025.
276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on UMB Bank's 13F filing for Q1 2026, filed 11 May 2026.