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 Q2	$1.55K	Hold	118	–	–	﹤0.01%	1315
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WhitTier Trust Company's SMPL Position: Q2 2026 in Review

WhitTier Trust Company held its Simply Good Foods (SMPL) position steady in Q2 2026 at 118 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

WhitTier Trust Company first reported a position in SMPL in Q2 2024 and has held it in 7 quarters since. The position peaked at $14.7K in Q4 2024. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

WhitTier Trust Company held 118 shares of Simply Good Foods worth $1.55K as of Q2 2026.
WhitTier Trust Company left its Simply Good Foods share count unchanged in Q2 2026.
Simply Good Foods made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #1315 holding.
WhitTier Trust Company first reported a position in Simply Good Foods in Q2 2024 and has held it in 7 quarters since.
WhitTier Trust Company's Simply Good Foods position peaked at $14.7K in Q4 2024.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.