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Beacon Investment Advisory Services’s Bunge Global BG Stock Holding History

Beacon Investment Advisory Services’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-35
Closed -$3.74K – 810
2026
Q2 		$3.74K Hold
35
– – ﹤0.01% 706
2026
Q1 		$4.45K Buy
+35
New +$4.06K ﹤0.01% 705
2025
Q1 		– Sell
-30,871
Closed -$2.4M – 240
2024
Q4 		$2.4M Sell
30,871
-10,190
-25% -$894K 0.1% 108
2024
Q3 		$3.97M Buy
41,061
+798
+2% +$81.6K 0.17% 96
2024
Q2 		$4.3M Buy
40,263
+652
+2% +$68.4K 0.18% 92
2024
Q1 		$4.06M Buy
39,611
+1,726
+5% +$162K 0.18% 96
2023
Q4 		$3.82M Buy
37,885
+790
+2% +$82.8K 0.17% 94
2023
Q3 		$4.02M Buy
37,095
+608
+2% +$66.6K 0.2% 87
2023
Q2 		$3.44M Buy
36,487
+371
+1% +$34.4K 0.16% 100
2023
Q1 		$3.45M Buy
+36,116
New +$3.51M 0.17% 104

Other funds holding BG

PBBUPS
PKO BP Bankowy Universal Pension Society Warsaw, Poland $340M AUM 228.33% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Beacon Investment Advisory Services's BG Position: Q3 2026 in Review

Beacon Investment Advisory Services sold out of Bunge Global (BG) in Q3 2026, closing a stake of 35 shares — an estimated $3.74K sold.

Beacon Investment Advisory Services first reported a position in BG in Q1 2023 and held it in 10 quarters. The position peaked at $4.3M in Q2 2024. 43 funds tracked by Wall St. Rank hold BG as of Q3 2026.

  • Beacon Investment Advisory Services reported no remaining Bunge Global position as of Q3 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 35 Bunge Global shares in Q3 2026, an estimated $3.74K.
  • Beacon Investment Advisory Services first reported a position in Bunge Global in Q1 2023 and held it in 10 quarters.
  • Beacon Investment Advisory Services's Bunge Global position peaked at $4.3M in Q2 2024.
  • 43 funds tracked by Wall St. Rank held Bunge Global as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.