WhitTier Trust Company’s Simply Good Foods SMPL Stock Holding History

WhitTier Trust Company’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	$1.68K	Buy	+118	New	+$2.04K	﹤0.01%	1298
2025 Q3	–	Sell	-364	Closed	-$11.5K	–	1464
2025 Q2	$11.5K	Hold	364	–	–	﹤0.01%	1119
2025 Q1	$12.6K	Sell	364 -14	-4%	-$506	﹤0.01%	1071
2024 Q4	$14.7K	Hold	378	–	–	﹤0.01%	998
2024 Q3	$13.1K	Hold	378	–	–	﹤0.01%	1007
2024 Q2	$13.7K	Buy	+378	New	+$13.5K	﹤0.01%	954

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 $8.99B AUM 12.83% 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

WhitTier Trust Company's SMPL Position: Q1 2026 in Review

WhitTier Trust Company opened a new position in Simply Good Foods (SMPL) in Q1 2026: 118 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #1298 among its holdings. This is a return to the name: WhitTier Trust Company previously reported a position in SMPL as recently as Q2 2025.

WhitTier Trust Company first reported a position in SMPL in Q2 2024 and has held it in 6 quarters since. The position peaked at $14.7K in Q4 2024. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

WhitTier Trust Company held 118 shares of Simply Good Foods worth $1.68K as of Q1 2026.
Simply Good Foods was a new WhitTier Trust Company position in Q1 2026.
Simply Good Foods made up ﹤0.01% of WhitTier Trust Company's portfolio in Q1 2026, its #1298 holding.
WhitTier Trust Company first reported a position in Simply Good Foods in Q2 2024 and has held it in 6 quarters since.
WhitTier Trust Company's Simply Good Foods position peaked at $14.7K in Q4 2024.
276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.