Ameritas Advisory Services’s B&G Foods BGS Stock Holding History

Ameritas Advisory Services’s Portfolio BGS Stock Details BGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-270	Closed	-$1.14K	–	2191
2025 Q2	$1.14K	Buy	+270	New	+$1.41K	﹤0.01%	2593
2024 Q1	–	Sell	-35,237	Closed	-$370K	–	876
2023 Q4	$370K	Sell	35,237 -11,643	-25%	-$108K	0.02%	500
2023 Q3	$463K	Buy	+46,880	New	+$581K	0.02%	512
2023 Q2	–	Sell	-38,825	Closed	-$595K	–	741
2023 Q1	$595K	Buy	38,825 +1,460	+4%	+$20.3K	0.03%	437
2022 Q4	$417K	Buy	+37,365	New	+$520K	0.02%	594

Other funds holding BGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Ameritas Advisory Services's BGS Position: Q3 2025 in Review

Ameritas Advisory Services sold out of B&G Foods (BGS) in Q3 2025, closing a stake of 270 shares — an estimated $1.14K sold.

Ameritas Advisory Services first reported a position in BGS in Q4 2022 and held it in 5 quarters. The position peaked at $595K in Q1 2023. 232 funds tracked by Wall St. Rank hold BGS as of Q3 2025.

Ameritas Advisory Services reported no remaining B&G Foods position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 270 B&G Foods shares in Q3 2025, an estimated $1.14K.
Ameritas Advisory Services first reported a position in B&G Foods in Q4 2022 and held it in 5 quarters.
Ameritas Advisory Services's B&G Foods position peaked at $595K in Q1 2023.
232 funds tracked by Wall St. Rank held B&G Foods as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.